Call or Text Today: (916) 439-8818​


Why choose us?

We offer a wide range of experience


Advanced Planning for final expenses is a way to get your burial or cremation wishes in writing and free your loved ones from having to make or pay for those decisions at a difficult and emotional time. Our policies are backed by FDLIC and prices are guaranteed by local funeral homes.

Professional Accounting

Professional Accounting covers a wide array of services for small business owners or new startups and the benefits of using a professional accountant can be the difference between success and failure. ​We can manage all aspects of your accounting starting with a courtesy "break the ice" consultation.

Family Finance

​If you or a loved one need help managing the personal or financial aspects of life we are here to help. With a no-cost consultation your worries can be left at our door. We assist with family and individual budgeting and saving, healthcare plans and budgets, income and billing management, and other general consulting. We are your financial nurse.

Our professional staff has degrees in business, economics, a Master's of Business Administration(MBA), and is a Licensed Professional Fiduciary. We are experts in accounting, bookkeeping, financial analysis, business management, health management and end of life planning. We are currently managing the accounting and bookkeeping for 9 business in and around Sacramento and looking for new clients. Call us today to meet our staff.

Professional Financial Services

A local firm

You can trust