CONNECT

Address:

1519 Lincoln Way
Auburn, CA 95603

Phone:

(530) 889-0200

Fax/Other:

(530) 889-0454

Individual Investors

If thinking about personal finances and retirement makes your blood pressure rise, you’re not alone. The prospect of being unprepared for retirement causes angst in lots of people. It can also cause procrastination. That’s because without a plan, retirement can seem out of reach. We know that. We also know how to help.

Our solution to retirement planning despair is a big picture plan. We help you figure out where you're at, then develop a plan to get you where you want to be. Our approach---ORGANIZE, PLAN and ACHIEVE—is straightforward, and it works.

 

 

ORGANIZE

Financial planning is a process. Not knowing where to start that process is not an uncommon problem, but it’s a solvable one. . . (more)

PLAN

Planning, planning, and more planning. Tracking your course to and through retirement requires lots of it . . . (more)

ACHIEVE

For most people, retirement planning isn’t a do-it-yourself endeavor. That means part of achieving your financial goals is building a team that can help you get where you need to go. . .(more)

 

 

 

ORGANIZE

Financial planning is a process. Not knowing where to start that process is not an uncommon problem, but it’s a solvable one. The best way for you to get where you need to go is to figure out where you are. That’s not as hard as it seems. 

Just as a personal organizer might look at what’s in your closet, help you figure out a working system, then bring the parts together; we help you sort through the pieces of your financial estate, figure out what’s working and what’s not, then help you fit the pieces together. Organizing your financial estate is the first part of the process. It’s foundational in developing a solid financial plan.

 

PLAN

Planning, planning, and more planning. Tracking your course to and through retirement requires lots of it. That’s because without a good plan, achieving financial independence for retirement is an elusive goal. Good planning requires more than sound investing because your financial stability depends on more than your investment accounts.   

Though investment selection and portfolio management are significant parts of what we do, we also focus on comprehensive retirement planning.  By following a five-pillar approach to financial planning--investing, income planning, risk management, tax planning and estate planning—we can help you customize a retirement plan that not only meets your specific goals, but takes you through all stages of retirement.  

 

ACHIEVE

For most people, retirement planning isn’t a do-it-yourself endeavor. That means part of achieving your financial goals is building a team that can help you get where you need to go.  We can help.

As independent professional financial advisors our expertise is in investment selection and portfolio management, but it’s also in comprehensive retirement planning. Part of our place on your team is helping you find experts who can solidify important parts of your retirement plan, like income and tax planning, estate planning and risk management. We work with a network of trusted and committed professionals—Certified Public Accountants (CPAs), estate planning attorneys (JD’s) and risk management specialists—that know how to make the individual parts of your plan work.  

By following an informed, disciplined approach to investing and working with a team of competent and trustworthy advisors, we can work with you to achieve your individual financial goals for retirement.

To learn more about charting the course to retirement schedule a FREE NO OBLIGATION CONSULTATION.