Built for those who serve
A California Registered Investment Advisor
Serve With Honor.Plan With Purpose.
Serving more than 200 police and fire associations across California since 1988.
A different kind of financial partner
We understand your world.
You dedicate your career to protecting your communities. We’re here to help protect your financial future, with advice, support and planning built for California public safety.
Our ApproachTrusted by those who serve
A stronger financial future, together.
What we know
Deep roots in public safety benefits.
Since 1988 our team has worked inside the systems that shape a public safety career: the pension, CalPERS, workers’ compensation and the contract behind your pay.
Pensions & CalPERS
Retirement formulas, Classic and PEPRA tiers, service credit purchases and final compensation.
Retirement Planning
Choosing your retirement date and survivor option, and turning your pension, 457 and savings into a retirement income plan.
Workers’ Compensation
Step-by-step help through an on-the-job injury claim: reporting, 4850 time for eligible sworn members, medical care and what comes next.
Industrial Disability Retirement
Guidance on IDR eligibility, the CalPERS application and medical evidence, and how an IDR affects your pension and taxes.
MOU Reviews
Reviews of your association’s MOU that show which pay items count toward your pension under CalPERS rules.
Benefits & Survivor Support
Health, life insurance and the 1959 Survivor Benefit, plus hands-on help for families after a death.
Find your path
Where are you in your career?
Early career, retirement or an on-the-job injury.
Find Your PathTalk with us
Your career has a plan.
Your finances should too.
Retirement, pension and survivor questions answered by people who work with California public safety every day.
