Building Blocks for Your Financial Success.

At our firm, we believe that good financial decisions don't have to be confusing. We can provide simple, proven techniques that can help you make the most of your money and help pursue more of your financial goals.

My ideal client is one who wishes to transition to a "work optional" lifestyle.  Most of these are working or retired professionals.  We use a simple proprietary process to see what's most important to you, then develop a plan to get there.  Everyone's situtation is different, and we tailor plans and investment portfolios to fit your needs.  No one-size-fits-all. 

This site will not only introduce you to our company philosophy and services, but it will also offer a wealth of educational materials—articles, newsletters, calculators, and other tools—designed to keep you up-to-date on financial issues, strategies, and trends. This educational material is updated frequently, so be sure to add this to your list of “favorites” in your internet browser.

If you have any questions or want to schedule a complimentary meeting to discuss your specific concerns, you can e-mail me at or call me directly at (916) 358-9990

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