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8733 Lakewood Drive
Suite 210
Windsor, CA 95492



Full-Service Offerings

You define what you want to achieve. You set the goals, the priorities, the conditions. You know the destination. We know how to put you on the right path to your destination!

Retirement Planning
  • Accumulation Phase
  • Transition Phase
  • Income Phase

 Investment Management

  • Institutional Investment Management
  • Tactical, Strategic, Absolute Return, Fixed Income Strategies
  • Income for Life Model
  • Risk Management

Wealth Management System

  • Organized/Consolidated Financial Picture
  • Assets and Liabilities Updated Nightly
  • Convenient Storage and Retrieval of Important Financial Documents

Tax Planning

  • Business Owners
  • Rental Property Owners
  • W-2 Wage earners
  • Investments

Cash Flow Planning

  • Improved Cash Flow Strategies to Fund Financial Objectives
  • Strategies designed to help improve finances through targeted use of available dollars
  • Debt Consolidation

Insurance Planning/Services

  • Life Insurance (Universal Life, Whole Life, Term)
  • Long Term Care (Traditional, Hybrid)
  • Free Insurance reviews and appraisals

Business Owner Planning

  • Customized Financial Planning
  • Cash Flow
  • Tax Planning
  • Retirement funding strategies
  • Key Man Protection

College Planning

  • Early stage accumulation strategies
  • Late stage admissions and funding strategies 

Debt Reduction Planning

  • Strategies designed to help improve Cash Flow through reduced payments
  • Strategies designed to help accelerate payoff of mortgage(s) 

Estate Planning

  • Financial and Investment strategies for Family Trusts/Irrevocable Trusts/Fiduciaries
  • Gifting Strategies
  • Organized Financial Affairs