Financial Experience, Expertise, & Education 

Your vision of the future is naturally unique and our job is to help you get there. Wherever you are in the planning process, your financial decisions matter. We are an INDEPENDENT and LOCAL investment advisory firm dedicated to helping you route your course to financial independence.   

Because our fee-only, zero commission, asset management program is not tied to any single investment product or company, we create customized solutions from thousands of available investment choices.

Your interests come first as we work together to create and align your plan to achieve your financial goals. We will work with you to create a financial plan that includes: investments, income planning, insurance, tax plans, and estate plans. Retirement planning is a process and it takes a team to ensure your plan is solid and built on a firm foundation. No single individual has all the answers, and that is why we use a team approach to get the best results for your investments, insurance, taxes and estate planning. Your financial decisions are too important to take a chance.  

As a SmartVestor Pro for the Auburn, Roseville and Sacramento region, we're committed to helping and educating you on your path to financial peace. Dave Ramsey impacts the lives of millions of people every week with his positive message of debt elimination and budgeting. We take over in Baby Step 4 when you are ready to invest 15% of your household income into retirement. Be confident about your retirement!

Learn more about the Smartvestor Pro Program

Or call us at (800) 748-6575

We specialize in fee-based investment management and financial planning services including: retirement accumulation, distribution planning, investment portfolio design and management, and sudden wealth planning.

We manage all types of lump-sum distributions, 401(k) rollovers, retirement plan distributions, IRA rollovers, and inheritance assets.