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About Us


We provide Financial Retirement Guidance using educational workshops, face-to-face consultations, public events, and guest speaking engagements. 


Using various financial products to protect our clients Retirement Nest-egg along with preparing them for healthcare post employment, including those entering Medicare eligibility. 


We cater to the underserved and those without access to financial planning partnerships or retirement guidance.


With offices located throughout the Central Valley and agents covering the entire Northern California area. Utilizing our proprietary MARCUS system, we’re able to respond and efficiently service our clients immediate retirement and healthcare needs.


We are a family owned company founded in 2015. We’re licensed in five states nationally and partner with the most recognized financial and healthcare companies in the nation. 

Our Clients Represent


San Jose Unified School District

Lawrence Livermore Lab

Sandia National Laboratories

California Teachers Association

East Side Union High School District

Santa Clara Unified School District

State Teachers Retirement System

Amalgamated Transit Union

E&J Gallo Winery

Elk Grove Unified School District

California Public Employees' Retirement System

California School Employee Association

Stockton Schools Police Department

Catholic Charities of the East Bay

Salvation Army / Silvercrest Residences

Alameda County Sheriff's Department

Elk Grove Unified School District

Seneca Foods

Blue Diamond Almond

Mercy Hospital

and many more...

Contact Us

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