We help build, manage, preserve and transition wealth for business owners, farmers, high net worth families and investors at or near retirement.
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Our focus is on providing fee-based financial advisory services. There are no commissions charged on advisory accounts. Instead, based upon the assets under management, an advisory fee is charged.
Our holistic approach to wealth management is an excellent fit for many people who value a one-stop approach when pursuing their financial goals.
A CERTIFIED FINANCIAL PLANNER™ professional at LPL works with you to develop a strategy tailored to your needs using a variety of products and services.
Ken began his career in financial advisory services in 1984, and is aC ERTIFIED FINANCIAL PLANNER™ professional.
Corey was born and raised in the San Francisco Bay Area. He graduated from the California Polytechnic State University in San Luis Obispo with a bachelor’s of science degree in Industrial Technology and a Minor in Consumer Packaging
Dudley grew up in Stockton, graduating from Stagg High School with the 22nd highest GPA out of a class of over 700 graduates.
During the early years of your retirement, be extra conservative when drawing income from your investments. The reason is because a drop in the market value of your portfolio, when you begin taking withdrawals, could have a devastating impact on the future value of your investments. This is referred to as the sequence rate of return risk, and is unique for income investors.
Lifelong residents of Lodi know firsthand the value that multigenerational family-owned businesses and farms bring to our community.
I am a fan of the reality television show, Shark Tank. If you are not familiar with the program, entrepreneurs make presentations to a group of investors in hopes of raising money for their budding businesses.
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