Broker Check


Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Below is a list of different services we offer our clients. 

Investment Management Services

Investment Management Services

Here are some of the investments we offer our clients: 

  • Bonds
  • Common Stocks
  • Mutual Funds
  • ETFs
  • College Savings Accounts
  • Traditional IRAs
  • Roth IRAs
  • Brokerage Accounts
  • Government Securities
  • Fixed and Variable Annuities
  • Alternative Investments (REITS, BDCs, Etc...)
  • Company Sponsored Retirement Plans
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Retirement/Financial Planning

Retirement/Financial Planning

Common questions addressed and answered from my process:

  • When can I retire, and how much can I retire on?
  • How much should I be saving for retirement, and how should I invest this money?
  • How should we save for our children’s college and how much will it cost?
  • In what types of accounts should I be putting my money?
  • How should my investments be allocated?
  • How much Life Insurance, disability, long term care, home and auto insurance do I need?
  • Should I buy or rent a home? 
  • Should I pay extra on my mortgage?
  • How do I best get out of debt?
  • How much should I have in my cash reserve and how to best budget?
  • and much more..
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Insurance Services

Insurance Services

As an independent financial planner I am not dictated as to which companies I must use when my clients have insurance needs.  We have selling agreements with most large insurance firms and have access to insurance policies at a reduced price.  The insurances we sell are:

  • Life Insurance
  • Disability Insurance
  • Long Term Care Insurance
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Company Sponsored Retirement Plans

Company Sponsored Retirement Plans

We work with private, public and not-for profit companies who have between 1-1,000 employees.  The types of plans we offer are:

  • Traditional & ROTH IRAs
  • SEP IRAs
  • Solo 401(k)s
  • Traditional 401(k)s & ROTH 401(k)s
  • Traditional 403(b)s & ROTH 403(b)s
  • Company sponsored 529 plans
  • Cash Balance Plans
  • Defined Benefit Pension Plans
  • NQDC Plans
  • 457 Plans (457(b) and 457(f) plans)
  • Corporate Owned Life Insurance
  • ESOPs
  • Buy Sell Agreement Funding
  • And more…
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Interested In Connecting With Us But You Don't Live In The Sacramento Area?

Not a problem!  With the help of Citrix GoToMeeting we can hold live meetings via the phone, computer, or tablet from anywhere in the world.  My long distance clients and clients who travel a lot love the ease of working with me from all over the globe.  We can also take care of other logistics like paperwork via email, mail or fax.  Click here to see how easy it is to partner with us using these tools. 

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