We are dedicated to helping you obtain financial peace of mind by balancing your current needs with your future goals.
What We Do
We provide comprehensive financial planning and investment services on a Fee-Only basis. Our firm is a Register Investment Advisory Firm (RIA) registered with the Securities and Exchange Commission (SEC) with offices in Santa Cruz, Sacramento and Silicon Valley. We pride ourselves on working with you in a collaborative, supportive, down-to-earth manner while utilizing prudent methodologies and state-of-the-art tools.
To provide you with a financial plan that helps you achieve your short and long-term goals and helps protect you and your family against the “bad things” that can cause you economic harm. Your investment portfolio will be based on your goals, keeping in mind your risk capacity and tolerance. It will also be low cost, tax efficient, easy to understand and designed to provide a high return for your appropriate risk level.
How We Are Different
All of our advisors are Certified Financial Planning professionals, CFP®. We work with you on a team approach, but there is one primary advisor with whom you will interface. Our fees are hourly, project or retainer based. Our fees are never a percentage of assets under management and (unlike 95% of other RIA firms) we will never sell investments or insurance.