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.
It is my intention that every visitor to our site is able to easily attain the type of information and knowledge about our firm that they seek. As the founder of this practice, I am proud of our track record of success over the years. Over this period of time, we have worked diligently to meet the needs and objectives of our clients. Still, we are always striving to improve our depth of knowledge and quality of service by leveraging the use of technology and communication in reaching our clients and their families.
As a small business owner, there is nothing more important to me than earning and maintaining the trust, confidence and respect of my clients. I have built my firm, chosen my affiliation with a premier financial planning company and staffed my practice to achieve this end. My staff and I are housed in Roseville, CA. As an active member of The Resource Group™, a national network of elite financial professionals within Lincoln Financial Advisors, I have unlimited access and the ability to collaborate with my vast network of colleagues for the benefit of my clients and their unique situations.
Enjoy your visit to our website, and please feel free to contact me or anyone on my team if we can be of direct assistance to you or your family.
David Stone, MBA, CFP®, ChFC®, CLU®, CRPC®