Financial Services - Chico, California, United States
We are a full service SEC registered financial planning and investment management firm. We offer intentionally below average costs, full financial planning and consulting, and are fiduciaries for our clients. Most importantly, we listen carefully to our clients to understand what their unique circumstances are. Only then do we see if we can add value or identify blind spots.We Don't:Have minimumsBelieve any question is too dumb to askCharge commissions or transaction feesHave or sell proprietary productsPush high cost funds or annuitiesDay trade
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