We’re a finance and consulting company based in California, serving all 50 states.
We have advisors licensed and registered in every state, ready to help you, your family, and your business.
Clients
Services
We offer a wide variety of financial services
About Our Team
Christopher Benz, Financial Advisor
Chris is a licensed financial advisor, he will be the quarterback for your needs, after understanding your particular situation and suitability, he will select which members of the team fit to give you the best service possible.
Dennis Culver, Paraplanner
Dennis specializes in the software our firm uses to provide clients the most suitable planning service possible. Using a range of platforms from E-Money, Morningstar, Schwab, Fidelity, and others, he will clarify the complexities of your financial plan.
Jonathan Allen, Financial Professional
Jon specializes in both term and cash value life insurance, long-term disability, and long-term care; insurance is an often overlooked but vastly important factor of any plan.
Bradley Tarter, RICP®, President
Brad is the president of the firm and specializes as an RICP (retirement income certified planner), whether rolling old 401(k)'s into new IRA's, or planning business succession and retirement from your business, we can help.
What we do
We are dedicated to helping businesses and individuals navigate the complex world of finance.
We provide personalized solutions that are tailored to the unique needs of each of our clients. Whether you are a 100+ employee business, or just a family wanting to send their child to school, we are here to help.
All advisors licensed with FINRA have their credential history available to view on BrokerCheck.com. Feel free to search any of our credentials by clicking the button below.
01
Financial Planning
Benefit from comprehensive financial planning, professional holistic management of investments, real-estate decisions, education planning for your children, and insurance for the future.
02
Investment Planning
Benefit from custom allocations, investment advice, third-party solutions, tactical and strategic investment plans. We assess your risk tolerance to find the most suitable investments for your family.
03
DST 1031 Exchanges
If you are in the process of selling real-estate, there may be tax beneficial options at your disposal, connect with us and work with our team to see if there is a right fit for your tax situation.
04
Insurance Guidance
We specialize in providing instant term-life with no medical exams, cash value permanent life insurance, long-term disability, and long-term care programs.
01
Business Succession
Plan business succession with Buy-Sell Agreements, Business Overhead, and Key-Person Insurance.
02
Investment Management
Our investment advisor representatives benefit your business with professional portfolio management, custom asset allocation, and advising on securities.
03
Employee Benefits
Save on taxes while retaining employees with 401k Plans, SEP IRAs, Simple IRAs, Deferred Comp, Golden Handcuffs, and Split-Dollar Plans.
Projects
Just a Few of Our Featured Partners in Finance
Charles Schwab
Ameritas Investment Company
Fidelity Investments
