190 W. Huffaker Ln., Suite 405 
Reno NV 89511

Toll Free: (866) 876-1777

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What We Do

We provide a broad array of financial services to clients. Most of our clients can be classified as conservative investors looking for stability in their investments. However, we recognize that every investor has their own specific needs and customize our recommendations to every individual. The level of service provided is commensurate with each individual’s personal needs

Our Mission

To provide quality, client-focused investment advice in keeping with our philosophy of preservation of capital and customized asset allocation.

 

Portfolio Review

Portfolio review is designed to give investors a gauge of where they stand with respect to their stated investment objectives and portfolio risk and return. History has shown that proper Asset Allocation can be a significant element of overall investment performance. As part of the service we will provide you with accurate and up-to-date reporting on your total investment portfolio.

This information is then regularly reviewed with you to ensure your investments and the strategy behind them, remains on-track to reach and achieve your goals.

Estate Planning 

Estate planning is very complex and it is important to evaluate your current estate plan in light of the schedule changes in estate tax laws.
Be sure to work with your financial advisor, tax professional and an attorney who specializes in the area of estate taxes and trust when evaluating your own personal situation. Don’t delay in setting a new estate plan into motion.

The Estate Planning is a simple and easy way to ensure that YOU, not the courts or IRS, control the distribution of your assets.

Retirement

These days, you need a solid strategy when seeking to achieve your retirement dreams. With more investment options than ever, it can be a challenge to plan a successful retirement strategy. That's where we can help. Retirement could be 20 years away, or just around the corner. Perhaps you are already retired.
Whatever your situation - we can help you with the retirement planning solutions you need.

Just give us a call or stop by the office.

No investment strategy can eliminate the risk of fluctuating prices and uncertain returns.

Investment advisory services and securities offered through Cetera Advisors LLC (doing insurance business in CA as CFGA Insurance Agency), member FINRA/SIPC. Cetera is under separate ownership from any other named entity.

190 W. Huffaker Ln., Suite 405, Reno, Nevada 89511 United States

Kay Dunham is registered to sell Securities in the following state(s): NV, AZ, OR, CA,FL, MD, CO, SD, NM, NJ, WA
Kay Dunham is licensed to sell Insurance in the following state(s): NV, CA, OR, AZ, NM

Lou DiMarco is registered to sell Securities in the following state(s): WA, CA, NV, CO, AZ, MI, UT
Lou DiMarco is licensed to sell Insurance in the following state(s): CA, NV, WA

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