Nevada City, CA | 530-265-0785

Financial advice

Pick the best compensation method for you

Find a compensation method that makes you feel comfortable when you choose us.

Choose between three excellent compensation methods: fee-based, commission-based, or a combination.  

Certified financial planner and enrolled agent

Individualized assessments and services

See what you'll receive from our experienced financial advisor when you visit Janet and her staff. Discover a wide variety of investment options with our independent advisor.  


Visit for a complete market overview.

•  Investment management

•  IRA Rollovers

•  Inheritance Advice and Management

•  401K rollovers

•  Pension and Profit Sharing Plans

Discover your potential retirement benefits here:

Comprehensive financial reviews

Check out if financial planning will fit your needs. Get a detailed explanation on what financial planning services you need and what each service entails when you work with our locally owned and operated company.

•  Retirement Planning

•  Estate Planning

•  Risk Management and Insurance Planning

•  Tax Planning

•  Individual Budgeting