* It’s important to know and trust who handles your money. Check the background of Strategic Investment Chico’s professionals through FINRA’s BrokerCheck.

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. Your new employer may offer a retirement plan, such as a 401(k), that places the primary responsibility for preparing for your future on your shoulders. We can assist you with allocating your 401(k) and come alongside you in the preliminary retirement planning process.

Even if your employer does not offer a retirement plan, we can conduct a retirement plan analysis for your situation, create retirement projections, set up an individual retirement account for you, and assist you in establishing a plan to help give you a healthy financial start.