Welcome to our office.
We try to help successful individuals, families and businesses build, manage and transfer wealth through long term financial planning. We offer independent, fee-based wealth management services that include investment management and strategic financial planning.
Contact
➤ LOCATION
1600 Victor Avenue
Redding, CA 96003
☎ CONTACT
ph: (530) 222-6301
tf: (800) 546-5573
fx: (530) 226-1677
◷ Office Hours (PST)
Mon - Thur: 8am - 5pm
Friday: 8am - 3pm
Areas of Practice
Investment Management
Diversification and asset allocation development
Investment policy statement (IPS) preparation
Selection and oversight of money managers
Income products and applications
Law & Finance
Institutional trustee services
Investment management for Special Needs Trusts
Investment management for Conservatorships
Divorce financial planning
Legacy Planning
Wealth transfer strategies
Charitable planning
Estate planning documents review
Beneficiary review
Business exit planning
Strategic planning
Asset protection strategies
Tax management strategies
Education funding
Insurance planning
Life insurance review
Disability insurance review
Personal liability insurance review
Long Term Care and ways to pay for it
Retirement Planning
Retirement income planning
Public and private pension plan review
Severance package analysis and review
Social Security review