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.