Thorough Retirement Planning in the Chico, CA Area

If you want to safely and securely grow lifetime income through retirement, work with a trusted retirement planner. Proper retirement planning can help you balance your portfolio and reach long-term financial goals more easily. As an experienced retirement advisor and tax preparer in Chico, CA, I am able to assist you with insurance and investment vehicles for your peace of mind. Let me help you with planning today.

Ensure Safety for Your Retirement

Work with a Licensed Insurance Agent and Annuity Specialist

I am a licensed California insurance agent and annuity specialist. I will provide you with expert advice on investment opportunities and help you find a stream of income during retirement. My goal is to help you find the right solution for your long-term financial needs. My knowledge and professional resources are here to help you.

Consult with a Retirement Planner Today

Call Now

Learn more about retirement and annuities by reaching out to my firm in Chico, CA today. With the guidance of a retirement planning professional, you can find out how to maximize savings for the future. Give me a call today to begin planning!

Our Full Range of Services

Let me guide you through complicated tax law.

Individual Tax Services

I can prepare your tax returns and solve any issues.

Business Tax Services

Get a second opinion on financial investments.


I will help you grow investments for your retirement.


    Contact Me

    Reach out today