- Tax PlanningWe take our fiduciary responsibilities seriously. All investment, tax planning strategies, estate planning strategies tax, estate planning strategies and insurance advice will be based on the information you provide to us and will be in your best interest.
- Estate Taxes
- Tax Services
- Income Tax
- Wealth Management
- Accounting Services
- Payroll Services
- Financial PlanningWe provide comprehensive financial planning in the context of a long-term partnership with you. Having a solid partnership is essential to effective financial planning. It is important that everyone is clear on what to expect if we are to develop and maintain a professional working relationship – one where we work towards your financial and lifestyle goals.
- Retirement Planning
- Asset ManagementBeing Ranked one of the top Sacramento Five Star Wealth Managers in 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021 and 2022 is a great source of pride and fills me with a huge sense of gratitude. Continuing to grow my professional accreditation, in 2006 I became an Accredited Asset Management Specialist (AAMS) and maintain that designation. Jaime is in the top 8% of LPL Advisors and by being this rank, has been invited to exclusive meetings such as the “Barron’s Top Independent Advisor Summit” which she attended in March 2019.
- College Funding