Client Support

Many people spend a lifetime worrying about their money. They worry about meeting their daily expenses, being able to save for their children's education and for their own retirement.

It doesn't have to be this way.

Consider that the goal is to build a financial strategy that will last a lifetime.

Remember that an appropriately crafted financial strategy will work in strong and weak economic times.  It will allow us to mount an effective response to changing and challenging life events.

Start your journey toward financial independence and empowerment by sharing your concerns with us.

To get in touch, please complete the form below. 

Or if you wish to talk to a live person, please call our office at 1-800-266-2971, ext. 702 (office hours are 9 am to 5 pm PST) or e-mail Shannon at This email address is being protected from spambots. You need JavaScript enabled to view it..

We look forward to hearing from you!

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