Few people know that a business owner can take advantage of more than just a 401K, SEP and IRA. You can shelter over $2.3 million in addition to those common plans.  Contact us to learn more.


Whether you are a Doctor, Jeweler, Consultant, Business Owner, Tradesman or Corporate Executive we have worked with professionals like you before. 


Utilizing our proven consulting  methodology, we seek to understand how your business operates, the basis of your success and how we can contribute to your continued success.


When you face an important decision, we can then act as a sounding board and offer informed advice. Just a few of the services we provide you with are succession planning, buy sell agreements, risk management, employee benefits, retirement plans, incentive plans and ways to reduce expenses and increase revenue.

California TRUST CO.

 Earning Your Trust Every day sm