Best Financial Advisors in Redding, CA

We try to help clients build, manage and transfer wealth through long term financial planning. Specifically, we provide advice on many aspects of a client's financial situation, including retirement planning, insurance planning, education funding and estate planning. We also select investment managers and/or other investment vehicles for our client's portfolios, monitor the performance of these investments and provide on-going reviews to track progress toward their goals. Our firm's guidance is based on more than seventy years of combined professional experience providing financial advice to successful individuals, families, trusts, businesses and charities.

We serve a broad range of clients with diverse needs and circumstances; successful retirees and those making the retirement transition; individuals who have received "sudden wealth"; high-income individuals currently saving for retirement; trusts, businesses, and charitable foundations. We believe that clients with investable assets of at least $1 million benefit the most from our investment and financial planning capabilities.

In order to provide the highest level of service for our clients we do have account size minimums. For the firm's founder, Jim Forcella, the minimum advisory relationship is $1 million in investable assets. Associate advisors handle minimum advisory relationships of $500,000. We may waive our minimum relationship size for new clients who are either related to or referred to us by existing clients.