Since 2000, We have helped create programs and portfolios to meet long-term financial goals. Have questions about investments, taxes, retirement, and/or estate planning? One of our credentialed professionals would be glad to help.
We start by clarifying YOUR CURRENT Financial picture. and explain the different ways we can help. Then we analyze your goals and compare them to your current portfolio. Then we recommend an investment strategy designed to meet your risk tolerance.
DO YOU HAVE A LOW OR HIGH RISK TOLERANCE?
Our team is comprised of people with different kinds of finance experience, but we all have this in common--a commitment to ethics and integrity. We’re all fully licensed and credentialed. And you can count on unbiased recommendations and impartial guidance.
Mike Studebaker, President CEO began his investment career in April 1992. He has always went by the golden rule. His customer's are golden. He has always wanted the very best for his clients and only uses investments that are safe and are in the top ten in the country.
His clients have never lost a dime. That's pretty impressive. He takes the position that you should use your interest in the future not your principle. He can help you do just that and more.
HE CAN HELP YOU BUILD A GREAT RETIREMENT ROAD MAP.
STUDEBAKER INSURANCE SERVICES CAL. LIC. # 0500737
BE SURE TO CHECK OUR BANK AND CREDIT UNION RATES
CURRENTLY GETTING 5.09% ON SAVINGS AT A
MAJOR CREDIT UNION NCUA INSURED
ALSO 3.33% MAJOR BANK SAVING ACCOUNT
PLUS A 2.30% INTEREST ON MONEY MARKET ACCOUNT
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