Broker Check
Serving the Greater El Dorado County Area,CA
Rocklin, CA
Carson Valley Area,NV
(530) 672-1703


Tuesday, January 31, 2023

We have summarized the SECURE Act 2.0 legislative changes, so you can see what changes affect your specific retirement journey!

Thursday, October 13, 2022

Cyber Security     InformationCyber Security TipsAttached here are two valuable hand-outs from our Value-Added Client Event to help ensure you stay Cyber-Safe!October is Cybersecurity Awareness month!  We had 2...

Monday, September 12, 2022

What does your W.E.A.L.T.H. look like?Our goal is to consistently elevate the experience we provide to our clients and a big part of that effort is staying current in understanding how you describe "wealth" or "financial independence"...

Tuesday, March 15, 2022

Friday, January 28, 2022