It's Your Money. How Much Do You Want to Keep?
Since 2006, we have helped create plans to meet long and short-term financial goals. We specialize in minimizing tax liability in retirement and asset protection.
We have partnered with Planswell to get you started. Click below to get your plan started today. It takes just a couple of minutes and you might just like what you see!
https://us.planswell.com/discovery/adv-james-67
Please contact us if you cannot find an answer to your question.
Financial plans allow you to prepare for things like your child's education, your retirement, or big/unexpected life changes.
It should start with your goals and objectives, both long and short-term. Where are you now and where do you want to be.
You should meet with us to review your plans annually, or before any major life transition.
James E. Cartright
(916) 398-0322
CA License # 0E50631
It is never too early to get started. Tell us more about your goals, and we can get you started on a plan to achieve them.
Copyright © 2023 Crater Hill Financial & Insurance Services - All Rights Reserved.
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