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We take pride in our ability to help people from any and all walks of life; no occupation, background, previous experience or current situation makes any client more important than another. Don't hesitate to contact us to see what we can do to help you realize your goals. With that being said, we do specialize in three subsets of clients that we have worked with extensively in our careers:

Hospital Staff and Medical Professionals

Ted and Dorothy both cut their teeth guiding retirement investments in the local hospitals and medical offices throughout Shasta and Siskiyou counties. With decades of experience in benefit packages, retirement plans and retirement planning we can help make the most of your situation. We often hear questions such as:

  • How much should I be contributing to my 401(k) or 403(b)?
  • Who should I list as beneficiaries?
  • What if I leave my current position and join another employer?
  • How do I transfer my funds to another employer, what happens if I don't?
  • Should I choose survivor or sole benefits?
  • What benefit selections would best fit my situation?
  • Is my asset allocation appropriate for my goals?

Local Government Employees

Whether you are working at the City of Redding, Shasta County or even the state of California, we know that retirement planning can be complex. Local Government Employees face many of the same questions as local hospital employees due to the similar compensation and retirement systems in place. Regardless of your position or how long you have been there, we can help navigate the challenges you face:

  • How much can I contribute to my 457 plan?
  • How should I allocate my contributions?
  • What is the difference between the investment options available?
  • When will I be able to retire?
  • How do I decide between benefit packages?

Families (Big and Small)

Families face unique challenges when trying to balance the needs and priorities of different generations (trust us we know!). Whether you need advice on caring for elderly family members, learning about options for education saving or you are trying to decide whether renting or buy a home at this stage of your life, we've got you covered. Other popular areas of interest are:  

  • Debt paydown strategies - such as credit cards, mortgages and student loans
  • Ensuring adequate estate planning arrangements are in place
  • Budgeting and managing day to day cash flows
  • Identifying expectations and goals for retirement
  • Life changes - from job to location to family
  • Managing risk and protecting your family with insurance