Skip to content

Giving You

peace of mind

Get Started! (530) 231-5152

There is a LOT of financial information out there. Some of it is good advice, some of it is misinformation, and everything in between.

How do you know what is accurate? How do you know what applies to you?

As experienced Fee-Only Certified Financial Planners ® we help you cut through the all the noise to develop and follow a financial plan specific to YOUR situation and YOUR goals.

Are you...

  • Thinking about retiring? Click here to find out how we can help you determine when you can stop working.

  • Working but want to make sure you are "on the right track"? Click here to find out how we can help you assess where you stand financially and advise you on what steps to take.

  • Recently divorced or widowed? We work with many newly singled clients. Click here to find out how we can help through this transition.

  • Expecting an inheritance? Such a gift can be a tremendous financial opportunity. Click here to find out how we can advise you on how to make the most of it.

As Registered Investment Advisors (RIAs), we are sworn fiduciaries and are bound by law to act in your best interest. We do not sell any products nor do we earn any commissions or referral fees from a third party. We are paid directly by our clients through Assets Under Management (AUM) fee.

Who We Are

  • Certified Financial Planners ®
  • Registered Investment Advisors
  • Fiduciaries

Who We Serve

  • Retirees
  • Planning for retirement
  • Recently divorcee or widowed
  • Young families
  • Expecting an inheritance

How We Are Paid

  • We sell no products and receive no commissions
  • You pay us an assets under management (AUM fee)
  • We are not paid by anyone else but you

What is Fee-Only Financial Planning? Click here

Why is it important to choose a Financial Advisor who is a fiduciary? Click here.

What is a Fiduciary? Click here.