Knowledge is power. It’s also the foundation for intelligent, well-considered decisions. When you have retirement in sight, sound decisions are vital in helping you accomplish your goals and avoid costly mistakes that can affect your future. That's why our Chief Investment Officer pursued and achieved the Chartered Financial Analyst (CFA) designation, the gold standard in the investment industry and typically held by institutional portfolio managers and analysts. Only a very small percentage of advisors serving individual investors have acquired this designation.
As financial professionals for nearly two decades, we are committed to helping people just like you create solutions for their retirement assets. Once we understand your risk tolerance, time horizon and goals, we’ll work diligently to develop a program that carefully balances investment strategies with preserving principal. Additionally, we put our tax expertise to work seeking the most efficient tax strategies for your hard earned dollars.
Today’s economic environment brings challenges. But along with challenges come opportunities and potential rewards. We work closely with our clients to evaluate those opportunities and get in position to reap those rewards. We enjoy helping people build a solid financial foundation for the future.
We invite you to check out all the material on our website including our Services. If something prompts a question, please send us a quick email or call our office at (916) 978-1452. We would enjoy speaking with you.