How can I help you? Provide financial advice regarding cash flow, insurance, college planning, taxes, investments, retirement and estate planning to families and businesses. I also am a fee based asset manager which can help clients invest their money to reach their goals. I help with mutual funds, stocks, bonds, 529 plans, IRAs, 401(k) plus. Financial advisor, spousal and child support.
I also have special training in financial advice and mediation for people going though divorce. My clients are all over California and Sacramento county Folsom El Dorado Hills Roseville Granite Bay Lincoln Elk Grove Carmichael Rancho Cordova Southern CA
People I love to work with:
People 5 years plus/minus away from retirement who need to turn their nest egg into an income stream. IRAs Rollovers, Small business retirement plans, SEP SIMPLE mutual funds, stocks bonds Roth IRA, financial advice, long term care, estate planning, tax planning, municipal bonds,
Helping clients before, during and after divorce with financial advice.