2901 Park Avenue,
How to Retire Early
Investments Keeping You Up At Night?
Find your risk number now.
What Smart Investors Know
A Bucket Plan to Go with Your Bucket List
Women And Investing
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
We create strategies that are tailored to your needs and goals.
Years of experience have prepared us to guide you through your life transitions.
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.
Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.
Our business is built on a foundation of thoughtful client relationships.
The Good Times Best of Santa Cruz 2021, 2022, and 2023 award is calculated by online voting. The Good Times is a local newspaper that gives information on the town of Santa Cruz. Each year, the newspaper publishes “Best of” awards through online voting only by residents of Santa Cruz. The award is won by obtaining the most votes by the residents in any one particular category within Santa Cruz. Votes from the residents are tallied and the newspaper lists a both winner and a runner up with the most votes in each category. Recognition from rating services or publications is no guarantee of future investment success. Working with an award winning advisor does not ensure that a client or prospective client will experience a higher level of performance of results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluations.
The Reader’s Choice Santa Cruz Sentinel 2020 and 2021 award is created by the Santa Cruz local newspaper. This award was given based on online voting by the public and promotions seen in the local newspaper. This award is given and created as a way for people within Santa Cruz to vote for their favorites businesses within each given industry. The newspaper lists dozens of names/business within each category where this award is specifically given to the top voted firms within the “financial” category. Award is created by using an online poll where Sentinel readers and the public weigh in on the best of everything throughout Santa Cruz County. Listing in this publication is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client.
Are you looking forward to retirement? Are you really prepared for what lies ahead? Our free ebook can help you find out. Register today to receive your copy of "Retire Happy: A Simple Guide to Your Next Big Adventure."