“Our strong belief in education and planning has been the foundation of our client’s success.”
With 40 years’ experience and extensive education managing investment decisions for personal and company retirement planning, Gordon and Carlene are experts in IRA/401K Planning, Social Security planning, reducing taxes, and maximizing cash flow for their client’s. Our Goal is to remove the guesswork and pitfalls and to better prepare our clients to meet their financial investment goals. Within our Advisory Group are Attorneys, CPA’s, and Certified Financial Planners.
Call us today for a free consultation (805) 984-4962 | [email protected]