Santa Rosa

884 Third Street

Suite A
Santa Rosa, CA 95404

Rohnert Park Office

6020 Commerce Boulevard

# 127
Rohnert Park, CA 94928


How We Work

Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.


Alternative Investments

Certificates of Deposit

Common Stock

Corporate Bonds

Equity Index Annuities

Exchange Traded Funds

Fixed Annuities

Government Bonds

Immediate Income Annuities

Index funds

Municipal Bonds

Mutual Funds

Preferred Stock

Structured Notes

Treasury Notes

Variable Annuities  

Account Types 

Brokerage Accounts

College 529 Accounts

Corporate Accounts

Educational IRA's

Managed Accounts

Non Profit Accounts

Roth IRA's

Self Directed Accounts


Simple IRA's

Traditional IRA's

Trust Accounts

Financial Planning

401k distribution options

Business 401 (k) Plans

College Plans

Non Profit 403 (b) Plans

Profit Sharing Plans

Retirement Income Plans

Wealth Accumulation Plans

Wealth Preservation Plans


Life Insurance

Long Term Care Insurance

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. | (707) 284-2975