Planning, preparation and personal relationships are the cornerstones of the company. We help focus on what you can control and set expectations to help clients have an understanding of what it will take to execute their financial plan. Our main office is located in Granite Bay near Folsom Lake and we serve clients in Southern California at our Golden State Wealth Management office. In an effort to provide a wide selection of investments and expand support to clients, we have hired Golden State Wealth Management as a strategic partner. Golden State Wealth Management is a Hybrid Registered Investment Advisor dedicated to financial professionals and their clients. They believe in providing an infrastructure and support network that allows their affiliated advisors to focus on their clients and professional development. The firm promotes practice ownership, succession planning, flexibility in investing decisions, compliance oversight, dedicated support, and a low-cost investment platform that benefits both advisors and investors. Their alignment with LPL Financial, the nation’s largest independent broker/dealer*, provides comprehensive tools and research necessary in today’s complex markets. LPL has an established, open-architecture platform and does not offer proprietary products. This promotes independent and conflict-free advice. We value our partnership with LPL as we believe their transparency and tradition in the industry is unmatched. Their stability gives us the strength to manage your accounts with confidence. *As reported in Financial Planning magazine, June 1996-2016, based on total revenue.