Who We Are
With three offices serving the Greater Sacramento Area, our team of experienced Financial Professionals serve individuals, families and businesses by providing a full range of insurance and financial services products. Our expertise includes advanced estate planning strategies, business succession and continuation planning, asset management, fee-based financial planning (by qualified professionals), insurances (life, disability, long term care) and retirement planning.
How We Can Help
We can help you build and protect your wealth for the future – whatever that future might hold. But we don’t stop there. We are committed to being your lifelong trusted Financial Professional; guiding and serving you throughout the many changes and transitions that occur over the years, both in your personal lives and the life of your business. That is why we provide a comprehensive array of financial services and products. Our team is made up of individuals from diverse backgrounds with a commitment to helping the region’s markets achieve financial success.
To Our Clients
We are deeply committed to the financial success of our clients. In fact, our clients are the reason we do what we do.
To the Community
We give back to the communities we serve through our involvement in schools, chambers of commerce, sports business groups, faith groups, service clubs, leisure activities and other events.
A significant commitment we make is to educate and inform consumers through a variety of workshops for individuals, families and business owners on topics including estate and business planning, and financial planning matters that help people achieve and secure their future. Many of our workshops are tailored to specific interests and needs, such as our Pearls of Wisdom series for women.
We have also distributed over $5.1 million in free1 life insurance as part of MassMutual’s LifeBridgeSM program.
1 MassMutual pays the premiums (as of 12/31/13).