Why Work With Premier
Free Download of “How to Find the Right Financial Advisor”
Questions to ask an advisor and what to look out for!
Upcoming Workshop
Wayne Caldwell, CFP®
Founder and Chairman
Ginger Weber, CFP®
President
Guest Speaker- Apollo D Lupescu, PhD, VP
Dimensional Fund Advisors
We invite you and a guest to our upcoming
social event and presentation!
“A Different Way to Invest”
Sequoia Conference Center
901 Myrtle Avenue, Eureka
Thursday, November 16th, 2017
5 pm - Social Hour
Live Music by the RLA Trio
Fare, local wines & beer provided by
Ramone’s Bakery and Catering
6:00 pm - 7:00 pm -Event Speakers
Wayne Caldwell, CFP®, Founder and Chairman
Ginger Weber, CFP®, President
Apollo D Lupescu, PhD, VP
Dimensional Fund Advisors
Our Approach
What Makes Us Unique?
We are dedicated to creating lifelong relationships with our clients and provide a long-term financial service focus, including:
- Financial Planning
- Business Retirement Plans
- Retirement Planning
- Estate Planning Guidance
- Tax Planning Guidance
Who We Serve
We will work with you and your family to create a financial plan to help you reach your goals and enjoy financial peace of mind.
We build cost-effective plans that can reduce your administrative burden and help your employees meet their financial goals.
As the accumulated wealth and spending power of women increases, so does the need for better wealth management solutions.
We are experienced in meeting the investment needs of endowments, foundations, and non-profit organizations.
Let's create a road map to your financial future
707-443-2741
800-331-7212
These are a few of our important associations and relationships.