Broker Check

Vision & Mission

Vision Statement:

To be the foremost comprehensive wealth management firm in Shasta County providing financial solutions, as illustrated in the 8 Wealth Management Issues, in and through trusted relationships with the Mass Affluent retirees, professionals, and small businesses in our community.

Mission Statement:

Through integrity, effective client solutions, transparency in fees and responsibilities, accountability, and cutting edge technology and knowledge, we assist in taking action that allows our clients to retire with dignity, provide for our children’s education and family legacy, and to manage risk of catastrophic financial loss. Toward this mission, our tools will follow best practices for integrated and customized financial planning by providing bookkeeping, payroll, tax and estate planning, insurance, and proper use of entities and trusts, and by serving all parts and all stages of our financial lives.

Investment and financial planning services are offered by Tim Riley through his affiliation with Avantax.

Have a Question

Thank you!