Your Community Retirement & Financial Planners Since 1986
Meet our local, three-generation, family investment, retirement and financial planning team serving the North State for over 30 years. We specialize in assisting hospital staff, medical professionals, local government employees and families of all sizes.
Integrity
Be true fiduciaries - always put the client's best interests first, period.
Transparency
Be open and forthcoming in everything you do, trust is earned.
Simplicity
Avoid unnecessary complexity, keep things simple and understandable.
Costs Matter
Minimize investment expenses to allow the magic of compounding to work.
Eliminate Noise
Focus energy on what can both be controlled and what matters, the rest is noise.
Be Mindful
Create a barrier between emotions and big decisions - respond, don't react.