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411 Borel Ave
Ste 620
San Mateo, CA 94402
650-571-1934

Mindmapping With Your Clients Technology Services What Do We Do? Building Your NETMAP

Welcome to THE NETWORK

THE NETWORK began more than 25 years ago, as a "study group" of top advisors brought together by our founder and chairman, Jim Herrington, to exchange ideas and share best practices.  Jim identified the need for independent financial planners and investment advisors to network with their peers, and in creating the original "NETWORK," he drew on his personal production experience. 

His vision attracted other producers who shared a common bond of excellence and the desire to elevate their practices.  Today it has grown into one of the largest branch offices at LPL Financial.*  Please take a look around our website or give us a call at 650-571-1934 to learn more.

* Based on revenues, as of 2015.



Helpful Content

Countdown to College

Countdown to College

Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.

Trends in Charitable Giving

Trends in Charitable Giving

Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.

Keeping Good Records is Good Business

Keeping Good Records is Good Business

Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.

 

Certain Uncertainties in Retirement

The uncertainties we face in retirement can erode our sense of confidence.

Best Vacations: By Car, By Ship, By Foot, Once in a Lifetime

Four vacation destinations you might never have thought of.

Fallen Tree Damage—Who Pays?

Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.

What Is a 1035 Exchange?

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

The Value of Insuring Against Life’s Risks

Building wealth requires protection from the forces of wealth destruction.

Caring for Aging Parents

As our nation ages, many Americans are turning their attention to caring for aging parents.

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Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

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An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

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Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

Rightsizing for Retirement

What does your home really cost?

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