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  • About
  • Services
    • The Woven Road Map
    • Personal CFO
    • Investment Management
  • Blog
  • Contact
  • Client Portal
  • Schedule a Meeting

Blog

What is Peer-to-Peer Lending

For those looking to invest in a practice that can take their entrepreneurial skills to the limit, peer-to-peer lending is...

12 Creative Ways to Earn More Money

Who ISN’T looking to earn extra money these days? With the economy still feeling sluggish, and living expenses constantly on...

What is a SEP IRA

With many individual retirement account options, it’s hard to choose the vehicle that will help you maximize your retirement savings....

411 on Income-Based Repayment Plans

For many people, the path to prudent financial management begins by graduating college and establishing a career. But with nearly...

The British Are Leaving! The British Are Leaving!

In light of the recent news about the citizens of Great Britain voting to leave the European Union (popularly known...

What is a 401k?

A 401k is a retirement plan that is offered to you by your employer. A 401k is the most common...

I Am A Member of NAPFA!

When I entered the field of financial planning in 2008, I learned about an organization called the National Association of...

What is a 403B?

A 403B plan provides a financial retirement option for public school employees, tax-exempt organization staff and ministers. Each retirement account...

What you Should Know About a Self-directed IRA

For many people, retirement planning is done out of a sense of obligation to maintain your current standard of living...
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Address: 1800 Pine St. Suite A Redding, CA 96001, US

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