Kacy L Lotz, Financial Advisor

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Kacy L Lotz, Financial Advisor Wealth Advisor dedicated to helping clients navigate their financial future with clarity and confidence. Stifel Financial Corp. Member FINRA/SIPC.

Shasta County native who believes in personalized planning, strong relationships, and enjoying the outdoors whenever possible. CA Insurance License

"After Hours By Appointment Only"
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Stifel Financial Corp. and its affiliated companies (“Stifel”) reserve the right to retain, monitor, and reproduce all electronic communications consistent with applicable law. is the parent company of Stifel, Nicolaus & Company, Incorporated, Member SIPC & NYSE. Stifel will not accept purchase or sales orders via LinkedIn, Facebook, or any electronic messaging systems. The comments, postings, or views expressed are my own and do not necessarily reflect that of Stifel. Stifel is not responsible for content posted by third parties. Statements and messages are for U.S. residents only and are subject to the following terms: www.stifel.com/disclosures. Kacy L Lotz is a LPL Registered Representative and securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer. finra.org sipc.org. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Have you heard about the new contribution limits from the IRS? Read about it in our article.
10/07/2026

Have you heard about the new contribution limits from the IRS? Read about it in our article.

A look at the new retirement contribution limits from the IRS.

Whether your 65th birthday is on the horizon or decades away, understanding the different parts of Medicare is critical....
10/05/2026

Whether your 65th birthday is on the horizon or decades away, understanding the different parts of Medicare is critical. [Learn More Now]

Learn about all the parts of Medicare with this informative and enjoyable article.

Developing a retirement strategy? It's critical to know the differences between investment types.
10/02/2026

Developing a retirement strategy? It's critical to know the differences between investment types.

One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.

Are you ready for school—again?
09/30/2026

Are you ready for school—again?

This worksheet can help you estimate the costs of a four-year college program.

This investment account question is vital and should be answered as early as possible. Explore the reasons in this piece...
09/25/2026

This investment account question is vital and should be answered as early as possible. Explore the reasons in this piece.

This investment account question is vital and answered as early as possible.

Looking to create a financial legacy for your heirs while managing taxes? Grantor Retained Annuity Trusts (GRATs) may be...
09/23/2026

Looking to create a financial legacy for your heirs while managing taxes? Grantor Retained Annuity Trusts (GRATs) may be the solution you're looking for. Explore how GRATs can help you transfer wealth and reduce gift tax liability.

Explaining Grantor Retained Annuity Trusts (GRATs) and their benefit to estate strategy.

Rebalancing = restoring a portfolio to its original risk profile. Are you feeling a little off balance?
09/21/2026

Rebalancing = restoring a portfolio to its original risk profile. Are you feeling a little off balance?

Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.

Financial stress is common, affecting sleep, relationships, and overall well-being, but mindfulness and meditation offer...
09/18/2026

Financial stress is common, affecting sleep, relationships, and overall well-being, but mindfulness and meditation offer a path to approaching money decisions with greater calm, clarity, and control.

An article about meditation, mindfulness, and financial well-being.

If you’re a business owner and don’t have a Business Owner's Policy, you could be making a huge mistake.
09/16/2026

If you’re a business owner and don’t have a Business Owner's Policy, you could be making a huge mistake.

Learn the advantages of Business Owner's Policies with this highly educational and fun animated video.

Do you know the difference between a global mutual fund and an international mutual fund?
09/14/2026

Do you know the difference between a global mutual fund and an international mutual fund?

Investors seeking world investments can choose between global and international funds. What's the difference?

Address

500 Luther Road
Red Bluff, CA
96080

Telephone

+15302447199

Website

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