Click here to learn more about our financial professionals by visiting FINRA's BrokerCheck.

COVID-19 Update 3/20/20

At this time all in-person appointments have been cancelled indefinitely and we are not presently scheduling makeups or new appointments, we apologize for any inconvenience.

Dorothy and Damian will be working exclusively from home at this time. Ted will be in the office by himself and is not allowing anyone inside for safety reasons, in the event we are deemed a "non-essential" business he will be working remotely as well.

As always, we are available via phone, email and Skype/FaceTime so please do not hesitate to contact us for anything you might need. We are taking things day by day just like everyone else and are working hard to stay on top of things as they develop.

Thank you for your continued support and please heed all warnings from your local authorities to keep you and your family safe.

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.

Contact us today to schedule your free, 30 minute consultation!

Thank you! Oops!

Our Core Values:


Be true fiduciaries - always put the client's best interests first, period.


Be open and forthcoming in everything you do, trust is earned.


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.

Download Our Free Ebook

If you're like 93% of Americans, you're looking forward to retirement. But are you really prepared for what lies ahead? Our free ebook can help you find out. Register today to receive your copy of "Retire Happy: A Simple Guide to Your Next Big Adventure."

Want to be Smarter With Your Money?

Join our mailing list and get news and info to support your financial goals.

Thank you! Oops!