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3433 American River Drive
Ste. B
Sacramento, CA 95864

Phone: (916) 273-7676
Fax: (916) 273-9209

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Services

The following are the services we offer our clients:

Financial Planning

  • Customized Retirement Analysis (Pre-Retirement)
  • Spending Analysis (Post-Retirement)
  • Pension Planning
  • 401K Rollover/Deferral Options
  • Income Distribution Strategies
  • Social Security Optimization
  • Required Minimum Distribution Planning
  • Ongoing Review Meetings
  • Tax Planning
Investment Management

  • Asset Allocation Planning
  • Portfolio Design
  • Performance Analysis
  • Fund Management Monitoring & Oversight
  • Rebalancing & Portfolio Adjustments
  • Risk Management
  • Tax Loss Harvesting
  • Tax Advantaged Investing
  • Socially Responsible Investing / ESG Investing
Insurance Needs Analysis

  • Life Insurance Evaluation and Review
  • Beneficiary Review
Corporate Services

  • 401(k) Investment Services
  • Deferred Compensation Programs for Senior Management