Due to various state regulations and registration needs concerning the dissemination of information regarding investment products and services, we're currently required to limit access of the following pages to individuals residing in states where we're currently registered. The information on this website is intended for use only by residents of the states listed below.
Services
Health Insurance - Quote/Apply Online
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Whether you need a complete comparison quote, an application for a newly hired employee or detailed plan information, we are here to assist you any way we can. For information regarding Medicare Supplement, Medicare Advantage and/or Medicare Part D plans, please contact our office at (530) 622-0592. You can also e-mail us a short note and an agent will contact you within 1 business day.
Flipbooks
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Among the lessons of the recent financial crisis is the need for virtually everyone - young and old - to acquire a basic knowledge of finance and economics. These magazine-style flipbooks provide helpful information on a variety of financial topics and illustrate key financial concepts. Select one of the flipbooks below and click the image to view it.
Tax Library
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We've put together a collection of resources to help you manage your taxes as well as prepare for the upcoming tax season. This information is not intended as tax, legal, investment, or retirement advice or recommendations, and it may not be relied on for the purpose of avoiding any federal tax penalties.
Videos
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These engaging, short animations focus on a variety of financial topics and illustrate key financial concepts and current events. Choose any of the videos below and then click the start arrow to watch. Dollar-cost averaging is a disciplined investing approach and is one way to ride out market fluctuations.
Reviews
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