Planning for the Long Run…

We are dedicated to helping our clients reach a level of financial stability through the enhancement of their resources, both financially and personally.

Retirement  Estate  Asset  Protection  Planning

CONTACT US   (510) 409-0086

We Help
To Protect
and Provide
for  Retirement
and Beyond  

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It’s time we rethink the way we approach our long lives.
As lifespans continue to stretch, it’s important to consider the prospect of a longer life with a fresh perspective – And a Plan.

Retirement - Investments - Insurance


Ms. Baxter truly believes everyone can create a successful retirement with the right strategy, information, and belief.