SACRAMENTO

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Sacramento is not only California’s state capital, it is a growing metropolitan region with the seventh largest world economy. It is the largest city in a six-county region, serving a population close to 500,000 in the city and nearly 2.5 million people in the region. So many economic opportunities exist in the Sacramento region and we want to help you on your journey of seizing the opportunity in the Sacramento region. As a graduate of Sacramento State, I was lucky enough to experience the fun nightlife, the endless fishing on the Sacramento, American and Delta’s waters, the beautiful trees and trails available for running, biking, hiking or just relaxing. Sacramento holds a special place in my heart as it is also where I married my wife, Kayse some 18 years ago. If you are form Sacramento or live in Sacrament, we want to work with you . Check out our Yelp page and the rest of our site and lease schedule an appointment now!

– FINANCIAL PLANNING –

PORTFOLIO REVIEW

We spend the time to educate you on all of your financial planning and investment options to support our recommendations, so you feel more confident. We also offer the E-money Wealth Management System to our clients.

FINANCIAL PLANNING

We offer the highest level of Financial Planning with personal service and an independent view.

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PORTFOLIO REVIEW

Wonder if your money is working for you?
We’ll review your entire portfolio and show you just what is happening, and what should be happening.

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WEALTH MANAGEMENT

Not sure what you have where? Are you getting the most out of your investments? We can help answer those questions.

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INSURANCE QUOTE

We tailor your insurance to fit what you need and want, not what the insurance companies think you should have.

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Check the background of your investment professional on FINRA’s BrokerCheck »

– WE ARE ALWAYS READY –

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