Retirement Planning in Auburn CA

Local Advice

In a world where physical locality means less and less, local advice means more and more. We appreciate the value of local. For nearly a decade we’ve had the privilege of providing independent financial planning to our community from our office across from the Historic Courthouse in Old Town Auburn. Our clients are comfortable and familiar with our office and staff, and though we’re available by phone, it’s not uncommon for them to drop by to get help, exchange documents or ask questions.   

Local advice has another benefit. It means we have a network of tried and true professionals—Certified Public Accountants, estate planning attorneys and insurance professionals—who we know and trust.  These experts are available to help you solidify important parts of your overall retirement plan, including tax and income planning, estate planning and risk management.

As our market expands from Auburn to Placer County and into the Sacramento region, we are attempting to carry our local approach into a new market by opening a second office in Sacramento. 

Learn more about our Five Pillar Approach to retirement planning or stop by our Auburn office for a copy of Marshall’s new book—Future Freedom—The Reasons You Must Have a Retirement Plan.