$191MM AUM | $542,000 GDC in Sacramento, CA
Member is Interested In:
We are a process led firm transitioning to a majority fee based model. The majority or new business brought on in the past few years has been fee-based.
We complete comprehensive retirement and cash flow analysis prior to any solutions to assure the best fit for the client.
We are a growing firm with capacity to absorb existing practices and provide high levels of service and attention. My practice has approximately 3900 accounts, covering 2000 with 101 households designated as "client" house holds.
Many of the households only request 15 minute, annual meetings in person or over the phone, which is completed by myself or my partners. We also provide group education on subjects ranging from estate planning, income tax planning, investment basics to Social Security maximization.