About Us
Our Team
We have a variety of different specialists for different financial services
Brad Tarter
RICP®, President
Dennis Culver
Paraplanner
Jonathan Allen
Finance Professional
Christopher Benz
MAnaging Financial Advisor
We help businesses and individuals navigate the complex world of finance.
"Hi, I'm Chris. When you work with our team, we will first consult with you to find what services you require, and how we can be of help. Whether you are an individual with a family, or the founder of successful business, you will have an organized team of suitable specialists for your situation. Whether you are an attorney with the State Bar CA needing discounted disability coverage through CalBarConnect, an investor wanting to sell real-estate, an employee wanting to retire, or a Director looking to get a 401(k) plan for your company, we've got you covered.
Everyone's situation is different and complex, we are here to make it simple. We are a team who truly cares about you and your success, we are not another 1-800 number, we are with you for the long haul. So, you can rest easy knowing you're in good hands."