2520 Goodwater Ave. Suite B.
Redding, CA 96002
Tel: 530-377-5180
Fax: 530-350-2685

Come In & Visit:


Are You Retired... Or Getting Close?

If so, we would love the opportunity to visit with you and answer any questions you may have. 

Some people find it intimidating to sit down face to face with a financial advisor... especially one they've never met before.

We want to make it as comfortable as possible for you. So there are a few choices you can make when reaching out to us.

1) Schedule and initial "Strategy Call". (No Fee)

These 30 minute introductory calls give us the chance to get to know one another before you choose to come in for a visit. Feel free to ask any questions that you have. 

2) Schedule a 60 minute face to face meeting. (No Fee for initial meeting)

These are the traditional "First Meeting" kind of appointments, where we will send you a checklist of items to bring with you like investment statements, tax return etc. Feel free to ask any questions and we'll review your documents one on one.


3) Start an Email relationship. (No Fee)

Simply send me an email, introduce yourself and feel free to ask any questions that you have. I will answer them to my best ability.



Wishing You The Best In Retirement,

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