Our Services

AREAS OF SPECIALTY :

• Financial Planning
• Investment Management
• Securities
•  Retirement Planning Specialist
• High Net Worth Individuals
• Small Business Retirement and Benefit Plans 
• Tax Preperatation & Tax Reduction Planning 
• Estate Planning
• Long-Term Care 
• Life Insurance
•  CA Life InsuranceAgent License # OB85106 Call (530) 244-7526 or just remember (530) BIG-PLAN for your specific needs.