(707) 576-1313


Glass Half Full1. Assistance with articulating your goals.

Part of our process will allow you to articulate your goals and see how they fit together. Without seeing all goals together, you may find that conflicts will sabotage your plan with something unnoticed or small. Most people never create the time to work on goals, its part of our process.

2. Experience with planning your future.

Chuck has been in his profession for over 40 years. He has seen every kind of market and many different situations, at least once. He has helped many clients retire with success.

3. A family like atmosphere.

As our client, we strive to take care of your concerns. With our resources, both in people and products, we can handle every your needs. Sharon takes care of our clients like she would her daughters, firmly but with care and insight, while striving to help solve the situation at hand.

4. Coordination with other advisors.

Not all advisors go the extra mile and complete the recommendations for clients with the allied professionals. Our goal is to manage the process so that tasks are completed on time and time spend may cost you less. We have a complete package of all your documents so you need not worry about where they are, just call us.

5. Risk management for stock market investments.

We feel the most important part of our long term work is to take care of client assets. The primary part of that process is to put risk management first and return second. Loosing value requires more return later, which may require more risk to recover what was lost. We are committed to pursuing a strategy that reduces risk.  I know we can’t guarantee returns, but its our focus.