We specialize in these investments:

California tax-free municipal bonds

California independent bank stocks

New York Stock Exchange listed stocks and bonds

Taxable Fixed Income

Mutual Funds:
  Franklin Templeton
  American Funds
  Fidelity Advisor
  Pioneer
  and others

 We can help you with:

Individual Retirement Accounts:
Traditional
Roth

Rollovers:
IRA’s
401k’s
457’s
403B’s

Large and small business Retirement plans:
401k’s
Simple IRA’s
SEP’s
Money Purchase Plans
Profit Sharing Plans

College Savings:
Coverdell Savings Accounts
UTMA’s and UGMA’s
529 Plans