Our Services

AREAS OF SPECIALTY :


  • Financial Planning
  • Investment Management
  • Securities
  •  Retirement Planning Specialist
  • High Net Worth Individuals
  • Small Business Retirement and Benefit Plans 
  • Tax Preperatation & Tax Reduction Planning 
  • Estate Planning
  • Long-Term Care 
  • Life Insurance
  •  CA Life InsuranceAgent License # OB85106 Call (530) 244-7526 or just remember (530) BIG-PLAN for your specific needs.