Financial Advisor in Chico, CA | RedRock Financial

What’s your Plan?

Our professionals specialize in constructing individualized financial plans; modeling the theory that life should be lived with a purpose, by design, not by default.

Who’s your Team?

Today’s investing landscape is too complex to navigate alone. Meet your Team of RedRock Professionals prepared to help you take on today’s financial markets.

Resources

Education is in our DNA. We believe that education is empowerment and we strive to enrich our clients with the tools needed to be successful in their endeavors.

INDEPENDENT. HONEST. PERSONAL.

We are an independent firm built on the foundation of objective professional advice. The independent advice our advisors deliver has one mandate: to always be in our client’s best interest.

Our unique ensemble practice is one in which our financial professionals work in a team environment. This model encourages each member to specialize in their own areas of expertise. With both male and female financial consultants ranging in ages and backgrounds, these distinct perspectives add up to a more comprehensive, nimble and proactive relationship for you.

Helpful Content

The Basics of Medicare

The Basics of Medicare

Learn all about Medicare basics in this informative and insightful article.

What's My Potential Estate Tax?

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Should I Buy or Lease an Auto?

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

Lots of Variables with Fixed-Rate Mortgages

When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.

Saving on Subscription Service Costs

There are ways to improve your physical fitness without denting your fiscal fitness.

Insuring Your Business Against Cyber Liability

90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?

A Living Trust Primer

Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.

How to Appeal Your Property Taxes

For homeowners who think their property taxes are too high, there are ways to appeal.

A Primer on Dividends

A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."

View all articles

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

View all calculators

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

View all presentations

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

Encore Careers: Push Your Boundaries

Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.

Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

Investments

You’ve made investments your whole life. Work with us to help make the most of them.

Retiring in a Post-Pandemic World

Imagine your ideal post-pandemic retirement with this animated video.

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

View all videos

Articles

Lots of Variables with Fixed-Rate Mortgages

When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.

Saving on Subscription Service Costs

There are ways to improve your physical fitness without denting your fiscal fitness.

Insuring Your Business Against Cyber Liability

90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?

A Living Trust Primer

Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.

How to Appeal Your Property Taxes

For homeowners who think their property taxes are too high, there are ways to appeal.

A Primer on Dividends

A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."

View all articles

Calculators

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

View all calculators

Presentations

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

View all presentations

Videos

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

Encore Careers: Push Your Boundaries

Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.

Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

Investments

You’ve made investments your whole life. Work with us to help make the most of them.

Retiring in a Post-Pandemic World

Imagine your ideal post-pandemic retirement with this animated video.

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

View all videos