A Message from Our Office...
Our physical office location is open Monday through Friday from 8 am to 5 pm and follows all health department protocols.
We are available to meet with clients for in-person appointments, via Zoom, or by phone.
Our biggest priority has been and will continue to be, ensuring we take care of your needs in a safe environment. We know this has been a trying time for so many in our community and world, but please know that we are always here and available to help you in any way we can.
Thank you for visiting our website ... we appreciate your business!
-Lakeport area: Buckingham Test & Tune SFN Lounge – Sat., 5/18
-Zoom: Long Term Care workshop – Presenters Jennifer Strong CFP & Bryce Bold– Tues., 6/4
-San Diego area: Women & Investing Workshop – Presenter Jennifer Strong CFP – Thurs., 6/13
-San Diego area: Behavior Gap Workshop – Presenter Christian Chapman – Thurs., 8/15
-San Diego area: Couples & Cash – Presenter Jennifer Strong CFP – Tues., 11/5
Stay informed and up-to-date with our recommended reading articles.
Upcoming Office Closures
Memorial Day - 5/27