Strategic Planning & Investment Advisors

Do you worry that inflation, taxes or other unforeseen factors may diminish your hard-earned assets? Using our exclusive Confident Retirement® approach, we provide personalized recommendations for asset management strategies, proper insurance coverage and solutions for long-term care costs. We also offer estate planning strategies that can help mitigate the effects of taxes and exit and succession strategies from businesses. Our practice is dedicated to helping clients feel more confident about preserving their wealth so they can be free to live life brilliantly.


Advisors

Matthew Hunstock, Financial Advisor serving the Windsor, CA area - Ameriprise Advisors

Matthew Hunstock

MBA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Matthew Hunstock's website
Marco Rivera, Financial Advisor serving the Windsor, CA area - Ameriprise Advisors

Marco Rivera

APMA®

Financial Advisor

Visit Marco Rivera's website
Ryan Mason, Financial Advisor serving the Windsor, CA area - Ameriprise Advisors

Ryan Mason

Financial Advisor

Franchise Owner
Visit Ryan Mason's website
Ben Stewart, Financial Advisor serving the Windsor, CA area - Ameriprise Advisors

Ben Stewart

CFP®, MBA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Ben Stewart's website

Team

Kayla Larsen

Kayla Larsen

Client Service Manager

Patricia Kawecki

Patricia Kawecki

Administrative Assistant