CONNECT

Address:

1519 Lincoln Way
Auburn, CA 95603

Phone:

(530) 889-0200

Fax/Other:

(530) 889-0454

Our Services

FEE-BASED INVESTMENT MANAGEMENT & FINANCIAL PLANNING SERVICES:

Retirement accumulation and distribution planning

Investment portfolio design and  management

Sudden wealth Planning 

Other fee for planning services based on personal need.

 

RETIREMENT PLAN SERVICES FOR PUBLIC AND PRIVATE EMPLOYERS:

457 plans for governmental employers

401(k)/PS plans for small to large companies

SIMPLE'S, SEPS, 403(b) Plans

IRA's, Simples, and SEP's for individuals and small business

 

WE MANAGE ALL TYPES OF LUMP-SUM DISTRIBUTIONS:

401(k) rollovers

Retirement plan distributions

IRA rollovers

Inheritance assets