Focus Areas

  • Business Retirement Plans
  • New Investors
  • Entrepreneurs & Business Owners
  • Retirement Savings Strategies
  • Intergenerational Planning
  • College Savings

Contact Me

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Office Information


Office Hours
Monday 08:30AM - 04:30PM
Tuesday 08:30AM - 04:30PM
Wednesday 08:30AM - 04:30PM
Thursday 08:30AM - 04:30PM
Friday 08:30AM - 03:30PM
Saturday Closed
Sunday Closed


(844) 806-9165

Branch Team

  • Michelle Austrus
    Branch Office Administrator

Office Address

1095 S Fortuna Blvd Suite B2
Fortuna, CA 95540
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