CONNECT

Address:

434 Redcliff Drive, Suite A
Redding, CA 96002

Phone:

530 223-6272

Fax/Other:

530 223-6399

Our Mission Statement

We are committed to maintaining integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with quality information, services, and strategies to help you work towards your goals.

By partnering with clients, as well as legal and tax professionals, we follow a disciplined analysis process to identify financial issues and strategic options.  We work together to implement strategies that can reduce taxes, create and maintain wealth while being consistent with client priorities and personal values.