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How We Work

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.




We Moved! 

Our New Office Location is

In Clearsuites

400 E Kettleman Lane Ste 20

Lodi, CA 95240

Teamwork

Teamwork

We're a close-knit team of dedicated financial professionals that strive to provide the highest level of service.

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Grow Your Wealth

The financial markets are always changing, but staying educated can help your investments bear fruit. That's why we regularly post articles and resources to keep you informed.

<p>Weighing the Benefits of Prepaid Debit Cards</p>

Weighing the Benefits of Prepaid Debit Cards

It's important to understand the pros and cons when considering a prepaid debit card.
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<p>Making Sense Of A Home Warranty</p>

Making Sense Of A Home Warranty

Understanding the value of a home warranty.
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<p>What Is a 1035 Exchange?</p>

What Is a 1035 Exchange?

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
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Let's Get In Touch

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Entities listed here are separate and not affiliated with IFG". 

* Voted by the readers Best of Lodi 2019