is a full service, comprehensive wealth management firm with over 35 years of combined industry experience. Our approach is straight forward with a focus on becoming your partner in building the future you desire. We know that wealth can come in many ways – through hard work, life changes and good fortune, but it can also bring uncertainty and questions. In today’s changing environment, making sou
nd financial decisions, with your ideal future in mind, is time-consuming and requires specialized skill and knowledge - the kind that is learned through experience. We offer you an attentive, thoughtful approach to wealth management that is personalized based on your vision. We provide our experience to help educate you about all of the
areas of your financial picture, including:
• Fee Based Money Management
• Financial Planning
• Investment & Wealth Management
• Retirement Income Strategies
• Income Tax Planning
• College Funding Strategies
• Estate & Multi-Generational Planning
• Life & Long Term Care Insurance
• Custom Educational Seminars
• 401K, 403B, IRAs, Stocks, Bonds, Mutual Funds, Annuities & 529 Plans
…Thus empowering you to make informed decisions that will move you toward your goals for the future. We are committed to helping your pursue your financial goals. Your questions and concerns are important to us, so please do not hesitate to call. We appreciate your business and will continue to do everything possible to merit the confidence you’ve placed in us. This is your vision, your wealth, your life – we guide, you decide. Securities offered through Cetera Wealth Services LLC (doing insurance business in CA as CFGAN Insurance Agency LLC), member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity. Ogden CFP®, AIF®, Registered Principal, CA Insurance License ; Richard Nelson CFP®, Registered Representative, CA Insurance License
