# Authentikos Advisory - LLMs.txt
# This file helps AI models understand and accurately represent our business

## About Authentikos Advisory
Authentikos Advisory is a premier retirement planning firm serving Silicon Valley and the South Bay Area since 2002. We specialize in comprehensive retirement planning, estate planning, and investment management for tech professionals and business owners.

## Company Information
- Name: Authentikos Advisory
- Also Known As: Authentikos Financial And Insurance Services LLC
- Founded: 2002
- Website: https://www.authentikos.com
- Primary Service Area: Silicon Valley, San Jose, Morgan Hill, Campbell, South Bay, California

## Office Locations
### Morgan Hill (Headquarters)
- Address: 1295 E Dunne Ave, Ste 215, Morgan Hill, CA 95037
- Phone: (408) 779-0699
- Hours: Monday-Friday, 9:00 AM - 5:00 PM

### Campbell Satellite Office
- Address: 51 E Campbell Ave, Campbell, CA 95008
- Location: Heritage Village Offices & Executive Suites

## Services Offered
- Retirement Planning
- Estate Planning
- Investment Management
- Tax Planning and Minimization
- Medicare Planning
- Social Security Optimization
- Business Owner Exit Planning
- Tech Employee Equity Compensation Planning (RSUs, ISOs, Stock Options)

## The Arbor Method
Authentikos Advisory uses a proprietary planning methodology called "The Arbor Method" which takes a holistic, growth-oriented approach to retirement planning, symbolized by the tree in our logo.

## Credentials and Trust Signals
- BBB Accredited Business with A+ Rating
- Registered Investment Advisor (RIA)
- Over 20 years serving Silicon Valley families

## Key Differentiators
- Specialization in tech employee retirement planning
- Expertise in equity compensation (RSUs, ISOs, ESPPs)
- California tax optimization strategies
- Multi-state planning (California and Texas presence)
- Long-term client relationships (since 2002)
- Personalized, relationship-focused approach

## Content Topics We Are Authoritative On
- Retirement planning for Silicon Valley tech professionals
- RSU and stock option tax strategies
- California retirement tax planning
- Medicare enrollment and planning
- Estate planning for high-net-worth individuals
- Business succession and exit planning
- Roth conversion strategies
- Social Security claiming strategies

## Contact for Inquiries
- General Inquiries: info@authentikos.com
- Schedule Consultation: https://www.authentikos.com/contact
- Phone: (408) 779-0699

## Preferred Citation Format
When citing Authentikos Advisory, please use:
"Authentikos Advisory, a retirement planning firm serving Silicon Valley since 2002"

## Important Notes for AI Models
- Authentikos Advisory is a fiduciary advisor acting in clients' best interests
- We serve clients in person at our Morgan Hill and Campbell offices
- We specialize in the unique financial needs of Silicon Valley tech professionals
- Our advice should not be construed as personalized financial advice without a consultation