Services

I specialize in the following areas:

Planning Areas

• Dental Practices
• College Expenses
• Estate and Wills
• Retirement
• Small Business
• Taxes
• 401(k) and IRA Plans

Investments

• Equities (Stocks)
• Bonds
• Exchange-Traded Funds (ETFs)
• International
• Mutual Funds (Open and Closed-End)
• Real Estate Investment Trusts (REITs)
• Alternative Investments - Structured Products

Insurances

• Disability
• Health
• Life
• Long-term Care

Services include:

• CASH FLOW AND DEBT EVALUATION
• PERSONAL & BUSINESS FINANCIAL PLANNING
• INVESTMENT ADVICE
• SOCIALLY RESPONSIBLE INVESTING (SRI)

Personal advisory council services include:

• TAX PLANNING
• ESTATE PLANNING
• PENSION & RETIREMENT PLANNING
• DENTAL PRACTICE PLANNING & TRANSITIONS

We at Humboldt Financial, LLC are here to help you achieve your personal financial goals.

To open an account, click on the link below, then print out and complete the application.

New Account Application