It’s that time of the year again when taxpayers must organize their finances, prepare their paperwork, and file their annual tax returns. Getting organized for tax season may seem challenging, but with the proper planning and tools, [...]
On a day dedicated to acknowledging the services of our nation’s past presidents, it’s also an opportunity to glean key financial lessons from their experiences and practices retrospectively. […]
In the quest for wellness- physical and mental- it is easy to overlook an equally fundamental aspect of our lives: financial wellness. […]
Each year, love and commerce converge for the holiday known as Valentine’s Day. Not merely a day of expressing love and affection, Valentine’s Day is now a substantial economic event that impacts various sectors worldwide. In this [...]
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Office Manager
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Managing Partner
With almost two decades of experience as a Financial Insurance Advisor, Michelle has cultivated a reputation for her commitment to client education and advocacy within the insurance industry. She approaches each client interaction with a familial touch, ensuring clarity and understanding in navigating the diverse landscape of financial insurance products and strategies.
Michelle’s dedication extends beyond individual relationships; she actively contributes to our organization’s mission of providing reliable guidance and education to both clients and the broader community. Hailing from Southern California, Michelle’s affinity for the outdoors and global exploration complements her passion for client service and community engagement, making her an invaluable asset to our team.
Founder and Managing Partner
With almost two decades of experience in the financial Services industry. Rod has made in a point to increase knowledge in order to better service his clients with the education they deserve. Although every family and business need may differ, Rod focuses on providing valuable insight through education in order to help clients make decisions based on their personal needs. Rod’s dedication to this industry derived from a personal experience in 1992 when his mother suffered a stroke which caused a financial ruin.
Because of this personal experience it has become Rod’s passion to educate families and business owners by offering a more holistic approach to their planning needs. Rod specializes in building your trust as a client first, followed by providing the right solutions to your planning needs. Rod has extensive knowledge in Tax Diversification Strategies, Various life insurance offerings, Autunites, Roth Conversions, Individual and Group Disability, Individual and Group Health Care, Small to Large Employee Plan Benefits, Retirement Planning, Estate Planning, Keyman Insurance, Buy Sell Agreements, 401k, 457, 403B Rollovers, Company Pensions, and Debt Elimination (Giving Your Money Two Jobs!)
Managing Partner
My goal in life is to always look for an opportunity to give a person a hand up and a way to add some level of growth and positivity to their life using the knowledge and tools at my disposal.
Born and raised in New Jersey, later migrated to Sacramento, CA via the United States Air Force. In the Air Force I began my journey into helping people as a Medical Service Specialist (Medic).
Once my tour was completed, I decided to continue in the medical profession and decided to become a Nurse. I enjoyed a long career(36yrs) at UCDMC with a specialty in Pediatric Nursing and the last 20 years in Pediatric ICU.
During that time, I decided to feed my entrepreneurial spirit and explored a few business ventures but settled on a couple, Real Estate and Financial Services. In the Real Estate industry, I worked in the residential arena and transitioned to the commercial arena assisting business owners and investors. Adding Financial Services to my repertoire and partnering with Blue Horizon Financial and Insurance Services, I saw how I can be of greater service to my clients.
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