CONNECT

Address:

2365 Iron Point Road, Suite 180
Folsom, CA 95630

Phone:

(916) 467-8850

Fax/Other:

(916) 817-8863

Services

Our primary work revolves around these 5 areas:

  • Financial Planning
  • Insurance
  • Estate Planning
  • Investment Management
  • 401k & IRA accounts

 

Through our various advisors, associates, and partners, we implement and oversee:

Individual Benefits
  • Life Insurance: Term, Variable, Universal and Whole Life
  • Medical & Dental Insurance
  • Long-Term Care Insurance
  • Disability Income Protection
  • Tax Management
  • Fixed & Variable Annuities
  • 529 Plans (College Savings)
  • Retirement Strategies
  • Wealth Accumulation Planning
Business Benefits
  • Succession Planning
  • 401(k) Retirement Plans
  • Deferred Compensation Planning
  • Executive Compensation Planning
  • Key Employee Protection
  • Voluntary Supplemental Benefits
  • Employer-paid Supplemental Benefits
  • Group Life and Disability
  • Pension Planning
  • Employer-sponsored 529 Plans
  • Student Loan benefits
Investments
  • 401(k) Rollovers *
  • 403(b) / TSA *
  • 457(b) Plans*
  • Traditional & ROTH IRA *
  • Stocks *
  • Bonds *
  • ETFs *
  • Mutual Funds *
  • Asset Allocation Strategies *
  • Fee Based accounts *
 

Need help understanding any of these terms? Look at our glossary of investment and insurance terms.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck