Central Valley Strategic Wealth Management is a financial services firm dedicated to helping businesses, their owners, employees, and individuals map out and achieve their financial goals. With more than 115 years of combined industry experience, our professionals offer the experience and sophistication of a large firm with the level of attention and service you would expect from a locally owned team.
Find out how understanding sequence-of-returns risk could help you develop a three-prong distribution strategy for retirement. This article discusses the components that determine your credit score and provides tips for maintaining a high score or raising a low one. When deciding whether to gift assets now or transfer them to heirs at death, you need to understand step-up in basis and tax consequences.
While standard home and auto insurance may cover personal liability, a personal umbrella policy can help add an extra layer of protection.
Find out how understanding sequence-of-returns risk could help you develop a three-prong distribution strategy for retirement. This article discusses the components that determine your credit score and provides tips for maintaining a high score or raising a low one. When deciding whether to gift assets now or transfer them to heirs at death, you need to understand step-up in basis and tax consequences.
While standard home and auto insurance may cover personal liability, a personal umbrella policy can help add an extra layer of protection.
Services
In this initial step, we establish the relationship and set expectations.
In this data gathering meeting we will review your current financial situation, set and prioritize your goals, and focus on your desired outcomes.
After the initial assessment, our team goes to work compiling and analyzing your data.
Operating within the framework of your desired outcomes and priorities, we run projected scenarios, consider alternative plan designs, and create possible solutions for your consideration.
Equipped with the solutions we feel match your stated outcomes, we come back together to discuss the alternatives with you and/or your team.
In this data gathering meeting we will review your current financial situation, set and prioritize your goals, and focus on your desired outcomes.
After the initial assessment, our team goes to work compiling and analyzing your data.
Operating within the framework of your desired outcomes and priorities, we run projected scenarios, consider alternative plan designs, and create possible solutions for your consideration.
Equipped with the solutions we feel match your stated outcomes, we come back together to discuss the alternatives with you and/or your team.
Take a moment to think about the success of your business.
How much of that success is related to your employees?
Chances are, you have Select key employees that play important roles in your organization.
Where would you be without them?
Having the right tools to Recruit, Reward, Retain and Retire those key employees can help ensure your continued success.
You've spent a lot of time and effort building a successful business.
So, you may not have given much thought to retirement.
Now, it's time to take steps to make sure you're building a solid foundation for retirement.
How much of that success is related to your employees?
Chances are, you have Select key employees that play important roles in your organization.
Where would you be without them?
Having the right tools to Recruit, Reward, Retain and Retire those key employees can help ensure your continued success.
You've spent a lot of time and effort building a successful business.
So, you may not have given much thought to retirement.
Now, it's time to take steps to make sure you're building a solid foundation for retirement.
We know that life rarely happens the way we envision.
In a world of uncertainty, it's helpful to make a plan, implement it well and review it as life progresses.
That's why we believe in comprehensive goals-based planning to help you live life the way you want while planning for the unexpected.
You want to enjoy the life you've been working so hard to establish, but life is full of curve balls.
What would life look like for you and your loved ones if an accident or severe illness prevented you from working?
In a world of uncertainty, it's helpful to make a plan, implement it well and review it as life progresses.
That's why we believe in comprehensive goals-based planning to help you live life the way you want while planning for the unexpected.
You want to enjoy the life you've been working so hard to establish, but life is full of curve balls.
What would life look like for you and your loved ones if an accident or severe illness prevented you from working?
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.
The percentage of older Americans with debt is at its highest level in 30 years, driven by the 75+ age group.
When leaving your employer you'll need to decide what to do with the money in your retirement savings plan.
Financial planning is a process that can help you reach your financial goals by evaluating your whole financial picture.
Choose any of the videos below and then click the start arrow to watch.
The percentage of older Americans with debt is at its highest level in 30 years, driven by the 75+ age group.
When leaving your employer you'll need to decide what to do with the money in your retirement savings plan.
Financial planning is a process that can help you reach your financial goals by evaluating your whole financial picture.
We've put together a library of information on important financial topics that we believe you'll find helpful.
This information is updated regularly to reflect the latest facts, figures, legislation, and economic trends.
Wills and trusts allow you to spell out how you would like your property distributed, but they also go beyond that.
To retain the tax advantages associated with charitable giving, your gift must be made to a qualified organization.
If you haven't taken steps already, consider planning now for the distribution of the assets of your estate.
This information is updated regularly to reflect the latest facts, figures, legislation, and economic trends.
Wills and trusts allow you to spell out how you would like your property distributed, but they also go beyond that.
To retain the tax advantages associated with charitable giving, your gift must be made to a qualified organization.
If you haven't taken steps already, consider planning now for the distribution of the assets of your estate.
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