No, we do not. You can start from as little as you'd like or from zero. We are here to help you on your journey to build wealth.

No, we do not charge a fee to sit down with our advisor. We are here to help and guide you on your journey as best we can.

As a Ramsey SmartVestor Pro, we use the principals of Dave Ramsey when it comes to investing. We have been affiliated with Dave for many years. As a SmartVestor, we are part of his referral program and are here for you when you reach Baby Step 4. For more information about Dave Ramsey, please visit www.ramseysolutions.com.

We have offices in Auburn, CA near the Courthouse and in Roseville, CA near the Galleria Mall.

Absolutely! We can meet with you in person, via Zoom, or a phone call. Whichever you prefer. Call our office at 530-889-0200 to schedule a meeting.