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8733 Lakewood Drive
Suite 210
Windsor, CA 95492

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Trusted Strategic Partners

Camas Consulting 

Camas Consulting partners with successful advisors to add unique financial strategies, insurance planning and advanced planning concepts to their practice.  With extensive backgrounds in Estate, Tax, Business, Legal, Insurance and Health, they bring a team with a wealth of knowledge that allows them to bring exceptional value to every client. 

Website: Camas Consulting

Josh I. Sterling- [email protected]

Life Insurance Specialist

Certified College Planning Specialist

CA Insurance License# 0H08081

Camas College Planning Services

Camas College Planning Services helps organize the process for you and your family and can focus on finding ways to reduce the high cost of college. With over 10 years of experience their Certified College Planning Specialist brings great value to our clients. Our strong partnership allows us to coordinate clients financial plan with the college planning that Camas College Planning Services provides.  

Website: Camas College Planning Services

Josh I. Sterling- [email protected]

Life Insurance Specialist

Certified College Planning Specialist

CA Insurance License# 0H08081

APSG Real Estate and Mortgage

Asset Protection Strategies Group (APSG) is a trusted Mortgage and Real Estate broker.  We understand that your real estate and mortgage play a major role in your overall financial plan. Buying or selling a home can be challenging experience and we want to ensure that our clients have the best guidance! 

 

APSG Mortgage and Real Estate- Jesse Gonzalez, Broker

Ca. Bre. 01855372

Ca. Bre. 01885961

NMLS-278103

NMLS-366719

The Strategic Partners listed on this page are separate unaffiliated entities from Strategic Wealth Advisors Group, LPL Financial, and Unified Wealth Advisors.