A flowing waterfall on your way to Sacramento and investment advisors of Genovese Burford & Brothers.
 

Have You Considered?

INDIVIDUAL SERVICES

When was the last time you and Advisor reviewed your financial plan together?

Does your financial plan leave you with a clear picture of where you stand today, your possibilities in the short-term, and your path to achieve your financial goals?

Are you paying more in taxes than you used to? Are you taking advantage of all the available opportunities to save money tax-free?

Are your insurance policies adequate to provide for your family's needs should you suffer an unforeseen calamity?

INSTITUTIONAL SERVICES

Is your corporate cash being managed in a way that's tailored to your company's needs?

Do the members of your senior executive team have access to C-Suite financial planning that's tailored to their needs as executives at your firm?

Are your foundation's resources being managed by a firm with a disciplined, long-term approach that has built a solution customized to its liquidity needs and risk tolerance thresholds?

COMPENSATION

Are you working with an Advisor who makes certain there are no conflicts of interest between what's best for you and their incentives?

Does your Advisor communicate their fees with total transparency?

INVESTMENT

Are you working with an investment advisor who builds a researched, considered portfolio designed with your needs and tolerance for risk in mind?

Go to our Investments page for more information.

Contact Us
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Call Us at 916-924-7527

Money 101


Earlier this year, GBB hosted another installment of Money 101, our attempt to improve financial literacy.  Kids and grandkids of our clients were invited to spend a few hours learning about stocks, the dangers of debt and credit, financial planning, and entrepreneurship.  The kids asked great questions and everyone enjoyed the day!

**Stay tuned for the series of 6 videos that will highlight the day's topics of Investments, Financial Planning, Credit, Evaluating a Job Offer, Paying for College, and Entrepreneurship.

Kelly Brothers, CFP®, MBA | Financial Advisor | Partner 7/12 Money 101- Introduction to the day!

 

See more here