463 Century Park Drive
For long-term financial growth and security
As a Registered Investment Advisor Firm, with our home office in the Sacramento Valley and serving the Pacific Northwest from Spokane, Washington, we uphold the highest fiduciary standards; we focus on your goals.
When you do better, we do better. Your success is our motivation!
As you prepare for retirement, can you confidently say that your money will outlive you? Or will you outlive your money? We offer comprehensive wealth management plans strategically designed for pre-retirees and retirees to help sustain wealth, offer long-term growth, and provide financial security for all stages of life.
"Courage taught me no matter how bad a crisis gets ... any sound investment will eventually pay off."
— Carlos Slim Helu
"An investment in knowledge pays the best interest."
— Benjamin Franklin
In times of uncertainty, ranching and farming can be risky business. Investing doesn't have to reflect that level of risk. We can bring stability during volatile financial times by providing balanced, long-term plans.
"Financial peace isn't the acquisition of stuff. It's learning to live on less than you make, so you can give money back and have money to invest. You can't win until you do this."
- Dave Ramsey
"It's not how much money you make, but how much money you keep, how hard it works for you, and how many generations you keep it for."
— Robert Kiyosaki
We serve small business owners who may be experiencing a gap among the services offered by traditional financial consultants.
Take a Closer Look
Second Opinion Service
"Will my money outlive me? Or will I outlive my money?"
In less than sixty minutes, we can provide a comprehensive and enlightening 3-step analysis of your long-term financial plan and portfolio.
Understand your unique goals and objectives
Evaluate your total investment & wealth circumstances
Create custom, comprehensive, long-term plans
Put your plan into action, engaging all resources
Ongoing review and communication about your success