Broker Check

143 East Napa Street
Sonoma, CA 95476
(707) 996-8100

Our Services

We provide assistance in the following areas:

Financial Planning | Individuals
  • Financial Planning (through LPL Financial)
  • College Planning
  • Retirement Planning
  • Estate Planning
Investment Services | Individuals
  • 401(k) Rollovers
  • IRA Transfers
  • Traditional IRA
  • Roth IRA
  • SEP-IRA
  • 529 College Plans
  • Fee-based Asset Management (through LPL Financial)
  • Managed Accounts
  • Brokerage Accounts
  • Common Stock
  • Mutual Funds
  • Real Estate Investment Trusts
  • Variable Annuities
  • Structured Products
Insurance Services | Individuals
  • Term Life Insurance
  • Permanent Life Insurance
  • Fixed Life Insurance
  • Variable Life Insurance
Financial Planning & Insurance Services | Business Owners
  • Funding the Partnership Agreement
  • Buy/Sell Life Insurance
  • Disability Buyout
  • Disability Overhead