Optimize Retirement Group

Financial planning for you and your family. Whatever your financial goals may be —spending more time with your family in retirement, traveling the world, buying a house, starting a small business, sending your children to college — we can help you develop a plan for your personal financial journey. See our affiliate office at 915 Highland Pointe Suite 250, Roseville, CA 95678.

Sweeney & Michel LLC is a financial planning and investment management team based in Chico, CA, dedicated to simplifying complex financial matters for their clients. With a team of experienced financial advisors and Certified Financial Planners, they prioritize the best interests of their clients by offering fee-only services and avoiding conflicts of interest. As a registered investment advisor, Sweeney & Michel LLC operates as fiduciaries, providing personalized planning and investment recommendations without the pressure to sell proprietary products for commissions. Their transparent fee-based approach, with no trading costs or minimums, allows for greater savings to be passed along to clients, ensuring a cost-effective and client-focused experience. Generated from the website