Retirement Investment Specialists

CONNECT

Address:

1217 College Ave
Santa Rosa, CA 95404

Phone:

(707) 571-8222

Fax/Other:

(707) 571-8485

CLIENT SERVICE MODEL
 

To assist you in staying on track with your Retirement Plan we will provide you with regular annual reviews to monitor your progress toward your retirement goals and adjust your plan if necessary.
 

Our Review Process Includes:

  • We will provide a consolidated statement including performance reporting
  • We will review of your investment portfolio allocation and money managers and recommend any changes if necessary
  • We will continue to recommend tax savings strategies as necessary
  • We will review and up-date your retirement plan if necessary
  • We will be available for phone calls as well as meetings if necessary between your annual review meeting
     

We are committed to maintaining the highest standard of integrity and professionalism in our relationships.  We promise to understand your financial situation and strive to provide you with only the highest quality advice, services and investments to help you pursue your retirement goals.