Sacramento financial planners

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Sacramento financial planners
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Below are Sacramento financial planners. Click on the name of the professional to view contact information and standardized credentials. Proposal process: anonymously describe the service desired (such as financial or retirement planning), select professionals who are to receive your information, and then receive price quotes via email from the professionals. It's that simple and it's free. Link to additional cities for financial planners.
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   Sacramento financial planners
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Robert S Huskison Roseville, CA
BS (1991), California State University, Sacramento CRPC (2006), The College for Financial Planning (click for more info)

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Sacramento Financial Planners
NOT registered with MedLawPlus.com®

Scott Hanson   
Pat McClain   
3620 Fair Oaks Blvd, Suite 300
Sacramento, CA 95864
Telephone: (916) 482-2196
Toll Free: (800) 482-2196
Email: info@moneymatters.com
URL: www.moneymatters.com
Lawrence A. Hansen   (credentials)
Capital Planning Advisors, Inc.
2150 River Plaza Dr Suite 260
Sacramento, CA 95833
Phone: 916-551-1930
Email: larry@capitalplanningadvisors.com
URL: www.capitalplanningadvisors.com
Steven H. De Jong   
De Jong Financial Planning
1545 River Park Drive, Suite 407
Sacramento, CA 95815
Phone: (916) 922-5508
Email: info@dejongfinancial.com
URL: www.dejongfinancial.com
J. Jeffrey Lambert   
James R. Johnson   
Lighthouse Financial Planning, LLC
101 Parkshore Drive, Suite 100
Folsom, CA 95630
Phone: 916-932-7200
Email: email
URL: www.lighthousefinancialplanning.com
 

General types of issues handled by financial planners:
  • Explaining various tax deferred options
  • Selecting investments that match your desired risk level
  • Diversification and other risk reduction strategies for your investment portfolio
  • Timing advice regarding when to rotate investments among various sectors as well as weighting between stocks (aka equities) and bonds
  • Estate planning
  • Retirement planning
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