401(k) Plan Participants

Did you know that if you are a participant in a 401(k) plan that we advise, you get a free hour of our planning help each year? Whether you are in our Santa Rosa office or we come out to visit your company, all you need to do is e-mail us to set up a time.

We can help you evaluate your life insurance and other IRA and investment accounts, as well as help you find the right 401(k) fund blends. We do all this as fiduciaries, meaning we put your interest ahead of ours. Every time.