Monolith Financial Group

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

At Valley Financial Services, we develop sound investment and insurance strategies that suit clients' essential requirements for balance, diversification, tax deferral, risk management and asset protection. Special emphasis is placed on pre-retirement accumulation, post-retirement distributions, and estate planning.