(916) 932-4101 ext 4
We manage investments for individuals and companies. Click below to learn more
We use top of the line financial planning software for our clients. Check out the resources we provide.
We establish and manage company sponsored retirement and college saving plans for businesses.
Links to the resources/websites available for our individual clients.
Links to the resources/websites available to our company sponsored investment participants.
Links and resources/websites available to our companies sponsoring retirement/investment plans.
Welcome to my Web site, where you’ll find a wealth of information whether you are a client, shopping for a new financial planner, or looking for some free online resources. My site offers a wide variety of useful information including access to client accounts, aggregate client statements, and also financial calculators, articles, a portfolio tracker, educational videos and more.
Preparing for that next step in life isn’t always easy. The road to financial stability can seem complicated, time consuming, and difficult—perhaps even a bit overwhelming. Life is full of so many responsibilities and priorities that it can be hard to find time to start or even to know where to begin.
Whether you are preparing for a milestone life event, such as retirement or the sale of a business, or simply looking for financial protection for the future, me and my staff promise to offer you a new level of attention, insight, and guidance.
I offer a straightforward approach to building financial strategies focused around you, your schedule, your circumstances, and your objectives. I take the time to understand your needs, explain different options to you and earn your trust before offering possible solutions. By working with me and my staff, you can take meaningful, manageable steps toward developing an integrated strategy to help achieve a secure financial future. Since your financial situation is bound to change, we work with you over time to monitor your progress and help ensure you are on track to achieving your goals.
As an Accredited Investment Fiduciary, we put your needs first. Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
Not a problem! With the help of Citrix GoToMeeting we can hold live meetings via the phone, computer, or tablet from anywhere in the world. My long distance clients and clients who travel a lot love the ease of working with me from all over the globe. We can also take care of other logistics like paperwork via email, mail or fax. Click here to see how easy it is to partner with us using these tools.