Who We Help

We work with individuals and families from diverse backgrounds and situations. While their circumstances are unique, our clients all value an objective and collaborative relationship in which they can consult with an educated professional about their financial questions and concerns.

Some of the individuals and families we work with include:

University Educators and Professionals

Given our proximity to the University of California, Davis, we work with and understand the unique needs of professors, health care providers, and administration officials in the UC system. We also work with clients in the California State University system, community colleges, Davis Joint Unified School District, and other school districts.

State Employees

Located so close to the state Capitol, our firm works with many public-sector employees from the state as well as local municipalities. We understand the pension plans and other benefits provided by these employers and how to fit them into a complete financial plan.

Retirees

We work with retirees in all stages of retirement, whether they have recently retired or are further along. Making the transition from being a saver to spending your retirement assets can be a difficult phase. We understand the significance of this period and strive to provide peace of mind to retirees. Developing strategies, including the timing of Social Security benefits, to generate sustainable retirement income is one of our specialties.