Financial Advisor: Natalie Litchfield

Financial Advisor: Natalie Litchfield I'm a Wealth Manager with Integrated Financial Concepts, a Registered Investment Advisor Firm located in Auburn, CA.

IFC works with family owned businesses, closely held corporations, and abundance minded individuals in the following areas:

Cash Flow Efficiencies
Real Wealth Accumulation/Preservation
Tax Favored Strategies
Retirement Income Planning
Investing for Growth

One of IFC’s unique approaches to finance is our ten step process. This process is split between two appointments starting with getting to kno

w you and your goals, to fact finding, to planning, and ultimately implementing solutions. We believe in holistic financial planning and guarantee a very high standard of excellence, ethics, transparency, and creativity in our planning.

I love where we live! Can’t wait for the sun to come back so we can go out and explore those trails!
02/27/2019

I love where we live! Can’t wait for the sun to come back so we can go out and explore those trails!

02/26/2019

This discussion will attempt to answer the plaguing questions about whether certain items can be deducted, and provide a simple formula to consider before you call your accountant.

Personal finance tip of the day: Invest a little every week. Even if you are taking small steps in the right direction y...
08/15/2018

Personal finance tip of the day: Invest a little every week. Even if you are taking small steps in the right direction you are still climbing on up!

07/23/2018

"It’s no secret that the City by the Bay is one of the most expensive places to live in America," said Kimberly Foss, founder and president of Empyrion Wealth Management in Roseville, Calif. Whether it's because of its natural beauty or its proximity to the high-tech billionaires of Silicon Valley...

07/18/2018

Tip: Nearly 70% of workers expect to work for pay in retirement, but only 26% of retirees actually have done so. Source: 2018 Retirement Confidence Survey, EBRI Retirement can have many meanings. For some, it will be a time to travel...

Beyond Thrilled to be voted Auburn’s 2018 Best of the Best Financial Advisor!! Thank you to all those who voted for me, ...
06/28/2018

Beyond Thrilled to be voted Auburn’s 2018 Best of the Best Financial Advisor!! Thank you to all those who voted for me, your support means so much to me!

https://www.financesforyournest.com/2018/02/06/3-tips-to-long-term-investing/
04/30/2018

https://www.financesforyournest.com/2018/02/06/3-tips-to-long-term-investing/

Because why else would someone invest, right? You’ve worked hard and saved your money, now all you want is for your hard earned cash to start working for you. While we all want our investments to grow the ultimate goal may be different for each person. Some may want to protect their savings while ...

https://www.financesforyournest.com/2018/04/30/teaching-your-children-to-save/
04/30/2018

https://www.financesforyournest.com/2018/04/30/teaching-your-children-to-save/

This is something I always get excited about. Children are a relatively blank canvas and most haven’t had any real experience with money yet. We also know that kids learn most of their habits from the adults in their lives. This could be a good thing or a huge problem. Unfortunately, here are some...

Brushing up on our 403(b)/457(b) knowledge to help our clients.
04/17/2018

Brushing up on our 403(b)/457(b) knowledge to help our clients.

Check out the new blog posts on my website!
02/16/2018

Check out the new blog posts on my website!

Natalie believes in the power of knowledge; planning and education are at the forefront of her practice. Her goal is to teach her clients the dynamics of wealth as a total or combined outcome, helping her clients to relate to their financial life in a different way. She doesn’t sell a solution, sh...

Address

Auburn, CA
95603

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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