* It’s important to know and trust who handles your money. Check the background of Strategic Investment Chico’s professionals through FINRA’s BrokerCheck.
  • Looking forward to the golden years?
    We can help you cross the bridge into retirement
  • We Are Chico's Only
    CERTIFIED DIVORCE FINANCIAL ANALYSTS (CDFA)
    We have the experience and training to help you with the financial side of your divorce
  • You don't have to wait for your future to come to you
    Start investing in your future today
  • Life brings the unexpected.
    Let us help you prepare your family for financial storms

Unbiased Advice

We are a local independently owned firm with no allegiance to anyone but our clients. There is no “home office” giving us a list of products or services to promote or push. Our advice is totally centered on our clients' goals.

Knowledge, Experience, & Reach

Our advisors have 40 years combined experience working directly with clients. We currently assist clients in California and in 23 other states across the nation. Regardless of location, our experience gives us valuable insight to guide clients through many kinds of situations and economic environments.

Disciplined Approach to Investing

If you are looking for an aggressive, outside-the-box, or fast-paced investment environment, we are probably not the firm for you. We believe a disciplined, conservative, balanced approach to investing is the wise approach to seeking financial independence.

Financial Planning for Every Stage of Life

First Job

Even if you’re not making big bucks in your first job, it’s not too soon to begin investing or planning for your retirement. We will conduct a retirement plan analysis, create retirement projections, and help you establish a plan to help give you a healthy financial start.

Marriage

Marriage changes your financial picture – and not just because of wedding day expenses! We will help you understand how to make the most of your incomes and employment benefits to best take care of each other.

Families with Children

You want the best for your children. We will help you preserve your future assets and maintain a diversified portfolio so that your household may remain financially stable as your children grow up. We will also help you plan for funding college – it’s never too early to start!

Inheritance Management

When handled properly, inheritances can become gifts that keep on giving. We will help you manage and reinvest inheritances to preserve and extend the gifts your loved ones worked so hard to leave for you.

Career Change

In an era where job hopping has become increasingly common, we stand ready to discuss rollover options and reevaluate your retirement plan when it’s time for you to take a new professional avenue.

Divorce/Remarriage

With both personal and professional divorce experience, we understand the many challenges that accompany this transition. Using specialized divorce analysis, we will help you rebuild and prepare for the future.

Retirement

Regardless of your age, it’s never too soon to start preparing for retirement. From income planning to wealth preservation, we will help you fine tune a personalized retirement plan to fund your golden years.

Leaving a Legacy

We can help you preserve your assets, plan your estate, and establish charitable giving instructions in order to direct the fruits of your labor to the people and places that mean the most to you.

Your Money, Your Plan

When you take control of your finances, rather than letting them control you, you can live life more fully. Regardless of your age or life stage, you can make financial decisions that move you toward your goals. Take Control Now
Get in touch about our services
Call Us: 530.343.0770