Call Us at 916-813-1967  

Financial Services

Creating an estate plan that makes sense requires a review of a client's finances- what they own, who they owe, etc.  This review often reveals significant gaps in the client's financial plans, omissions that can usually be addressed easily and quickly by someone with the experience to know what to do and how to make it work with the other elements in the client's life.  As a licensed advisor since 2003, I have the experience to understand what needs to be done and how to integrate my client's financial and legal matters efficiently and effectively.

Wealth Management

Providing comprehensive financial solutions often requires the use of the following:

  • Life Insurance
  • Mutual Funds, ETFs and similar products
  • Indexed Annuities
  • Alternative Investments

While there are a multitude of other options, I do not currently advise in those areas.  However, having been in the financial business since 2003, I'm happy to help my clients identify other advisors able to provide service in those areas.