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Services

 

Retirement Planning

 

Estate Planning

 

Investing

 

Financial Planning

 

Business Succession

 

Retirement Planning for Business Owners

Locations

300 Harding Boulevard, Suite 102, 
Roseville CA 95678

Tel: 916-782-6688

1074 East Avenue, Suite. L, 
Chico CA 95926

Tel: 530-895-3344

Contact Us

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States of Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.

Registered Representative offering securities and advisory services through Independent Financial Group, LLC (IFG) a Registered Investment Adviser. Member FINRA / SIPC. Additional advisory services offered through Braziel & Associates, LLC, a registered investment adviser. IFG and Braziel & Associates, LLC are unaffiliated entities. James A. Braziel CA Insurance Lic# 0740571

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