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120 Stony Point Road
Suite 215
Santa Rosa, CA 95401


350 Ignacio Boulevard
Suite 105
Novato, CA 94949


Retirement Planning

"Happy is the person who knows what to remember of the past, what to enjoy in the present, and what to plan for in the future." 

Approaching retirement can be exciting but also worrisome. How are you going to make your retirement money last? A solid financial plan is needed to help you attain your financial confidence and goals. 

We are here to help you create a financial plan toward retirement, catering to your individual needs. Because retirement should only be exciting. 

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A Bucket Plan to Go with Your Bucket List

We create strategies that are tailored to your needs and goals.

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Where Will Your Retirement Money Come From?

Years of experience have prepared us to guide you through your life transitions.

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Three Key Questions to Answer Before Taking Social Security

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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