1013 Galleria Blvd., Suite 270
Roseville, CA 95678
916.415.7062

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Offering Advisory Services in...

Financial Planning
Estate Planning

Investment Planning
Retirement Planning

Business Owner Planning
Charitable Planning

The Power of a Plan:

How a Personal CFO Can Help

Business Owners and Professionals Prosper

Book Written by David Stone

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Allow Us to Help You

Summarize Your Present Situation

Develop Financial Goals

Design a Personal Financial Plan

Put Controls on the Plan

THE POWER OF A PLAN

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Five Star Wealth Manager Listing

David Stone has listed as a Five Star Wealth Manager for 2016.

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Our Philosophy

Thank you for visiting our practice website. Whether you are a current client, were referred to us by a friend of the practice, or learned of our services through our presence in the community, we welcome you.

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Our Reach

As a local firm with a national reach we maintain our corporate office in Roseville, CA, but we proudly have access to approximately 200 elite financial planning practices throughout the country. This map demonstrates the vast reach and as a result capability of our firm to deliver enhanced resources and benefits to our clientele.

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The Power of a Plan

Check out more about this book written by David Stone.

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