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Shahrzad Bachand
Founder, CEO
Certified Financial Fiduciary®
Registered Social Security Analyst®
Shahrzad and her team specialize in helping individuals and families navigate the complexities of Medicare, retirement, and long-term care plans.
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Shahrzad is dedicated to delivering clear guidance & dependable solutions, ensuring her clients feel confident in every decision they make— because when it comes to your health and future, one size doesn’t fit all. ​
Whether you’re reviewing your Medicare options, exploring health plans, or preparing for your financial future, Shahrzad and her team are here to help you make confident, informed decisions with heart and clarity.
Helping you manage your finances so you can pursue your goals.
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Services Offered
YOUR GOALS MATTER
Everyone deserves the freedom to live life on their own terms. Whether that involves Medicare, Covered California health insurance, private coverage, life insurance, financial planning, annuities, or more — our team is committed to helping clients achieve their goals while staying within budget.
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Our team of professionals works closely with each client to develop a thoughtful, personalized strategy that addresses financial needs and concerns in a way that makes sense for them.