Retirement  Estate  Asset  Protection  Planning

CONTACT US   (510) 409-0086

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

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

Retirement - Investments - Insurance

Planning for the Long Run…

We Help
To Protect
and Provide
for  Retirement
and Beyond  

This block makes the Workshops and Events page a dead link. This block will not be visible on the live site.


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.