Royal Oak Financial Planners Inc

Lucas Group Financial Planners is a trusted financial advisory firm in Sacramento, CA, with over 35 years of experience in helping clients pursue their life goals. Their team of Certified Financial Planner licensees and qualified planning staff provides fiduciary advice and specializes in investment and tax strategies for clients seeking financial independence and security. With a focus on wealth management, financial planning, tax strategies, and 401(k) plans, Lucas Group Financial Planners offers personalized solutions tailored to each client's specific needs and goals. They emphasize the importance of a clear vision and direction in managing investments and provide comprehensive portfolio management services. Additionally, their expertise in personal income tax planning ensures that clients can maximize tax-saving approaches and free up money to achieve their financial objectives.Generated from the website

Bennett Financial Strategies is a financial planning firm based in Sacramento, CA, specializing in providing personalized strategies to help clients achieve their financial goals. With a focus on comprehensive financial planning, the firm offers services such as retirement planning, investment management, and estate planning to assist clients in building and preserving their wealth. Generated from their business information