Broker Check
Devin King
(925) 872-7706

Products & Services

We provide assistance in the following areas:

Investments

  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • 401ks
  • Defined Benefit Plans
  • Defined Contribution/Defined Benefit (DC/DB) Combo Plans
  • Section 79 Plans
  • Variable Annuity

Financial Planning

  • Retirement Plans
  • Retirement Distribution Planning
  • 529 Plans

Insurance

  • Life Insurance
  • Life Insurance Plans
  • Fixed Annuity
  • Long-Term-Care Insurance