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1. Are Markets Driven by Emotion?

   (WC Content/Blog)

   ... decisions, and how irrational behavior helps explain dramatic financial mood swings (greed vs. fear and bubbles vs. crashes). The focus on the real estate bubble, the stock markets decline, and our own ...

2. Owning Real Estate without the Hassle

   (WC Content/Blog)

   You may have noticed real estate funds as part of the asset mix in some of your retirement accounts. Real estate investment trusts (REITs), are securities that sell like stock on the major exchanges and ...

3. Privacy Policy

   (WC Content/general)

   ... real estate and other such public records). How We Use Information WCFS uses client information to administer its clients’ accounts, to understand each client’s individual investment needs and to comply ...

4. FAQ

   (WC Content/general)

   ... set up a phone meeting.  These meetings are very important and keep you up to date on current economic, tax, estate, and retirement issues.  They also give you an opportunity to discuss any changes in ...

5. Specialized Services

   (WC Content/general)

   Willow Creek Financial Services can assist you with a variety of special financial services including: Real Estate Consulting We can analyze ownership and financing options involving your primary residence, ...

6. Charitable Giving

   (WC Content/general)

   ... family foundations are a popular tool to responsibly and effectively transfer wealth from your estate to the charities you select. Foundations can be established to enable you and your family to give strategically ...

7. Tax Planning

   (WC Content/general)

   ... Income shifting and planning deductible expenses   Real estate consultations (tax free deferred exchanges, installment sales, etc.)  ...

8. In The News

   (WC Content/general)

   ... on investing, retirement planning, real estate acquisitions, career or business development, charitable giving and estate planning. Willow Creek Financial makes Barron's Top 100 The Indie 100  Independent ...

9. Financial Planning

   (WC Content/general)

   ... review   an asset management proposal (synchronized with your financial plan) a tax situation evaluation a current insurance coverage review an estate plan review and attorney referrals   ...

10. Fee Schedule

    (WC Content/general)

    ... Funding Tax Planning Estate Planning Real Estate/ Refinance Business Planning Asset Management Services: Once we have determined your personal financial goals and established a plan for achieving ...

11. Our Story

    (WC Content/general)

    ... of securities (churning); or to convert non-cash assets such as real estate and collectibles to cash and securities so that the advisor can generate commission income. Fee-Only allows us to focus on providing ...

12. Sheryl Harrigan

    (WC Content/team)

    ... College in Fresno. Sheryl has been married to Kevin, a real estate appraiser, for 18 years. They have two vivacious daughters, Molly and Meghan, who are dedicated soccer players and musicians, and a ...

13. Ginny Folwell

    (WC Content/team)

    ... estate management and the financial planning profession. Originally from New York, she graduated from Connecticut College in 1969 with a degree in English. She lives in San Rafael, where she spends time ...

14. Mark Keating

    (WC Content/team)

    ... in San Francisco. Mark is a CERTIFIED FINANCIAL PLANNER™, which gives him background in taxation, retirement planning, insurance, and estate planning. Additionally, he is a licensed investment advisor ...

15. Bruce Dzieza

    (WC Content/team)

    ... 1984 and has an extensive background in all aspects of financial planning, and a particular expertise in asset management and real estate. In 2007 Bruce was recognized as one of Barron’s Top 100 Independent ...