Financial Services (including Tax & Wealth Management)

SVBK Financial

SVBK Financial

Empowering your financial journey with tailored solutions in Entrepreneurship Opportunities, Living Will & Trust, College Funding, and Tax-Advantaged Wealth Building.

Let us help you secure your legacy, maximize savings, and create a future of financial confidence.

πŸ“ž Call: 408-710-0278

πŸ“§ Email: v.srivalli52@gmail.com

πŸ“ Address: 1653 S Tradition St

Will & Trust

Protect your family’s future and gain peace of mind with a properly planned Will & Trust. Whether you’re starting a family, building wealth, or planning retirement, estate planning ensures your wishes are honored.

  • βœ… Protect Your Family – Ensure your loved ones are taken care of according to your wishes.
  • βœ… Avoid Probate – Save time, money, and stress by keeping your assets out of court.
  • βœ… Guardianship for Kids – Decide who will care for your children, not the courts.
  • βœ… Peace of Mind – Put your legacy in writing with confidence everything is handled.
  • βœ… Wealth Transfer – Move your assets through trust to save Gift/Estate Taxes.

πŸ“Œ If your Will/Trust was written years ago and your kids are now 18+, it’s time to review and update. You can also protect them by creating a Young Adult POA.

Take action today – don’t leave your family unprotected.

πŸ‘‰ Start Your Will & Trust

πŸ“ Location: Gale Ranch Finance

πŸ“ž Contact: (925) 322-3131

βœ‰οΈ Email: govind@example.com

🌐 Website: Will & Trust Signup

β€” Govind, Certified Legal, Notary & Finance Professional

 

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