Estate Planning | San Jose, CA | Foss Financial Services

Estate Planning is the coordination of your lifetime's work. This includes passing on values and foundational skills in addition to investments, real estate, and other assets.

We help clients navigate planning solutions to reduce taxes, control the distribution of assets, and plan for the unexpected, including retirement health care & long term care considerations.

Dan Foss, ChFC, CLU, is a licensed and experienced Chartered Financial Consultant (ChFC) and a Chartered Life Underwriter (CLU). The purpose of this Foss Financial Services website is to introduce Dan Foss and share his decades of training, education, and real-world experience to the public for informational purposes only. Dan’s opinions are not intended to be used or construed as specific financial planning or estate planning advice, legal advice or tax advice, for any individual or investor. No products or services shall be sold on this website. The contents expressed are not sponsored by nor paid for by any product, service, or services provider. Interested parties desiring personalized advisory services for their unique financial planning must schedule a private appointment to confidentially review their financial goals and objectives to best plan options suited to achieve their goals.