Inherited property • investors • Real Estate • Retirement • Tax • Tax Relief • April 23, 2022

CUSTOMIZED FINANCIAL PLANNING & ADVICE FOR OUR CLIENTS

by Lynne (Watanabe) MacFarlane

Financial planning before you commit

LIVE YOUR BEST BAY AREA LIFE

Summitry helps clients maximize the benefits of living in one of the most unique areas in the world.
Their personalized financial planning guidance and investment strategies are specially suited for life in the Bay Area. Here are a few examples on how they can assist you and your family make informed financial decisions.

Find out More at www.summitry.com

Lynne Watanabe MacFarlane

MCDM, SRES, SRS | Realtor DRE# 02066698

Master of Communication Digital Media, Marketing from Univ of Washington

Senior Real Estate Specialist, Adv certification Seller Representative Specialist, Adv certification

Professional Fiduciary Association of California, Silicon Valley affiliate

Intero | A Berkshire Hathaway Affiliate

phone 408.800.1141 or 831.346.2743