• Retirement Planning
  • Asset Management
  • Estate Planning
  • Investment Securities 
  • Insurance Services 
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    We tailor our compensation to your particular needs and goals. Our fee arrangements range from either flat fee-based planning, or to commissions of products that are purchased when implementing a proposed plan, as well as a fee based upon a percentage of assets under management. Your particular fee arrangement will be dependent upon your values and goals you wish us to help you achieve.



      Access your personally held accounts.

    		 

    We Specialize in Helping Clients That Desire the Following:

     • Need help navigating through the confusion of the financial world we live in today

    • Desire a Trusted Advisor relationship with a Certified Financial Planner©

    • Want to delegate the review and monitoring of their financial life so more time can be focused on significant, meaningful and important activities that can not be delegated (health, family, faith, fun)

    • Enjoy the simplicity and peace-of-mind that comes from having all investment assets with one Trusted Advisor

    • Like sharing the values-based financial planning experience with other people they know

    Used wisely, insurance can be a powerful tool for replacing income, creating assets, or protecting assets you have already earned. We can help you make the most of your insurance investment, identifying opportunities to lower your insurance costs and leverage your existing policies. As independent insurance advisors, we can offer a wide range of insurance products and services, including life, disability, and long-term care insurance. And most importantly, because we are independent, you know we are working for you, not an insurance company. Our goal is to find the best policies from the best companies for the best prices.

    John Pfaffmann
        CA Insurance License #0811131

    Kevin A. Kaesberg
        CA Insurance License #0E22973

     
    		 

    Protection is the key to building a solid foundation. We can help you determine the correct amount and type of each insurance that will work best for you.

     

     

     

     

     

     
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    Securities offered through First Allied Securities, Inc. Member: FINRA / SIPC
    This site is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security which may be referenced herein. We suggest you consult with your financial or tax advisor with regard to your individual situation. This site has been published in the     United States for residents of the United States . Persons mentioned in this site may only transact business in states in which they have been properly registered or are exempt from registration.