Best Financial Consultant Roseville Near Me

4worldlovers:

It’s hard to understand how all the pieces of your financial puzzle fit together—leaving you unsure about the decisions you need to make. With so much uncertainty about how much you should be saving and spending, you end up putting off your goals for “later.”


Imagine how life could be if you didn’t have to defer your dreams until retirement.


We help you understand how your goals and finances can work together.


We watch the details for you so you can let the worry go.


We’ve helped over 1,000 families make the most of their money.

All of our advisors are CERTIFIED FINANCIAL PLANNER (CFP) professionals to help align your wealth with your aspirations.

We understand how hard it can be to make good decisions about your money. There are a lot of moving parts involved in taking care of your family and saving for retirement. Because of that, an essential ingredient often gets left out of the plan: your dreams.

We became financial advisors so we could help people like you find clarity about their money and create a lifestyle that is sustainable and rewarding.

We get to know you and your goals and discuss how we may be able to support you.

You decide whether we’re a good fit and if you want to move forward.

We start building the tools that help you live a great life today and tomorrow.

You want to partner with a financial advisor whose expertise is working with people just like you. We may be a good fit for you if you:

Are in that period of life after the kids have left the house but before retirement

Do you want to stop struggling to piece together your financial picture? Are you ready to stop hesitating over your financial decisions and get guidance to start living your dreams? Take the first step to making memories today by scheduling an introductory call.

Understand the steps you should be taking in the years leading up to your retirement.

4worldlovers:
This means providing you with convenient choices for where you’d like to meet.

Our Roseville office is a great alternative to our more centralized Sacramento location, and is staffed with team members who are dedicated to serving your retirement needs.

Want to hear more? Tune in every weekend to NewsRadio KFBK for Money Matters, our weekly call-in radio show, hosted by Allworth founders Scott Hanson and Pat McClain. You’ll hear Scott and Pat answer a wide range of financial and retirement questions, asked by people just like you.

Located off I-80, our committed Roseville team works with you to offer guidance on:

4worldlovers: All of the information presented here is provided and intended to be used for general educational and informational purposes only and is not intended as a solicitation for you to buy or sell any financial product. None of the information presented is intended to give you specific tax, investment, real estate, legal, estate, or financial advice but rather to serve as an educational platform to deliver information. The ideas, thoughts, and strategies presented here are those of the Management Team and provide an insight to our views on Peak Financial Freedom Group, LLC. Every detail in this website is subject to change without notice. Seminar, radio shows, TV productions, book releases, magazine and book promotions are sponsored, promoted and paid for by Peak Financial Freedom Group, LLC.

2nd Opinion Package available to Qualified Retirees and Soon-To-Be-Retirees may include free consultations, a free retirement income plan, risk analysis, and fee analysis. In addition, a comprehensive written retirement income plan may be provided to those who complete the entire process. Qualified Retirees and Soon-To-Be-Retirees must have a minimum of $1,000,000 of investible assets such as IRA’s, 401K’s from past employers, stocks, bonds, mutual funds, bank accounts, money markets, CD’s, etc., but DOES NOT include real estate, businesses, limited partnerships, 401K/retirement plans that can’t be moved to another plan, and other illiquid type assets.


All investments involve risk, can involve the loss of principal, and unless otherwise stated, are not guaranteed. Past performance is no indication of future performance and such information cannot be relied upon regarding future potential gains. Nothing is directly or indirectly guaranteed by this information. The planning and ideas presented herein are not suitable for all individuals or situations. Hypothetical examples are used to explain concepts and are not indicative of potential results you could receive; past performance is not a guarantee of future results; and results are not indicative of any particular investment or income tax situation; your results will be different and could be lower or higher. Consult your financial professional before making any investment decision.

Insurance product features and benefits, such as guaranteed lifetime income riders, are subject to contract terms, limitations, fees, and the claims paying ability of the insurance company issuing the contract. The sale or liquidation of any stock, bond, IRA, certificate of deposit, mutual fund, annuity, or other asset to fund the purchase of any other asset including an annuity may have tax consequences, early withdrawal penalties, or other costs and penalties as a result of the sale or liquidation. Different assets can be complex and carry fees, costs, and surrender charges. If you place assets under management with Fiduciary Solutions LLC, we are paid an advisory fee from Fiduciary Solutions LLC and if you purchase an annuity through us, we are paid commissions from an insurance company.