Upcoming Events

Worry Less and Retire Happier Workshop!

This is a NO COST, “Hands-On” Workshop. We will be guiding you towards building your own plan!



Thursday, Oct. 4th - 6:30p-8:30pm


Saturday, Oct. 6th - 10:00am-12:00pm

San Ramon Community Center, Terrace Room

7000 Bollinger Canyon Rd., San Ramon, CA


  • The simple and effective method to insure your essential income needs are met for life.
  • How much income will you need / want? … and for how long?
  • Take pressure off your retirement portfolio (and yourself).
  • Guaranteeing your surviving spouse has enough income for his or her life.
  • For women, longevity is a “risk multiplier”. Addressing this risk is essential for peace of mind and financial security.

Seating is Limited!

CALL or EMAIL Dianne

(925) 855-4300

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About Richard

Richard began his financial services career as an advisor in the Monterey Bay region of California, where he used Efficient Set Theory to create and manage institutional investment portfolios.

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About Jeff

Jeff is a specialist in the field of retirement security planning, with over 30 years of experience in the financial services industry. A cornerstone of his philosophy is an emphasis on safe investing strategies.

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Contact Us

18 Crow Canyon Court, Suite 325
San Ramon, CA 94583
P: 925-855-4300
F: 925-855-4630