A Message from Our Office...

 

Our physical office locations are open Monday through Friday from 8 am to 5 pm PT.

We are available to meet with you for in-person appointments, via Zoom, or by phone.

Thank you for visiting our website ... we appreciate your business!

 

 

 

Click Here to Check Out Upcoming
Events & Workshops

 

  • Walk & Roll Moai - Every Monday at 5:15 pm - Xabatin Park, Lakeport (Blue Zones)
  • Thurs., August 20th - Real Estate/Broker Panel workshop
  • Thurs., September 24th - American Funds Dinner & Workshop
  • Thurs., October 8th - Client Appreciation Event
  • Tues., November 10th - Sip & Learn Workshop
  • Nov. 30 - Dec. 4 - Toy Drive

 


 

Stay informed and up-to-date with our recommended reading articles.

 

Upcoming Office Closures

Independence Day - Friday, 7/3/26

Labor Day - Monday, 9/7/26

Strong Financial Team Retreat - Friday, 9/18/26

Thanksgiving - Thursday, 11/26/26 & Friday, 11/27/26

Christmas Eve - Thursday, 12/24/26

Christmas Day - Friday, 12/25/26