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

Protecting Your Business from the Loss of a Key Person

Protecting Your Business from the Loss of a Key Person

Business owners may be able to protect themselves from the financial consequences of losing a key employee.

Bi-Weekly Payments

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Social Security Benefits: How Much Will I Receive

Social Security Benefits: How Much Will I Receive

Calculating your potential Social Security benefit is a three-step process.

Keep Your Umbrella Handy

Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.

Women on the Rise

Explore the growing influence women wield over the economy with this handy infographic.

The Economic Journey of Your Morning Coffee

Few contemplate the complex journey that brought their coffee from farm to kitchen table.

What's New for Social Security?

There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.

Is Term Life Insurance for You?

Term insurance is the simplest form of life insurance. Here's how it works.

The SECURE Act

This article may help you understand the most recent changes to your IRA and your RMD implemented with the SECURE Act.

View all articles

Contributing to an IRA?

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

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

View all calculators

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

An Inside Look at Retirement Living

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

Managing Your Lifestyle

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

Investment Strategies for Retirement

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

5 Smart Investing Principles

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

Your Cash Flow Statement

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

View all presentations

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations?

Retirement Redefined

Around the country, attitudes about retirement are shifting.

What Smart Investors Know

Savvy investors take the time to separate emotion from fact.

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

View all videos

Articles

Keep Your Umbrella Handy

Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.

Women on the Rise

Explore the growing influence women wield over the economy with this handy infographic.

The Economic Journey of Your Morning Coffee

Few contemplate the complex journey that brought their coffee from farm to kitchen table.

What's New for Social Security?

There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.

Is Term Life Insurance for You?

Term insurance is the simplest form of life insurance. Here's how it works.

The SECURE Act

This article may help you understand the most recent changes to your IRA and your RMD implemented with the SECURE Act.

View all articles

Calculators

Contributing to an IRA?

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

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

View all calculators

Presentations

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

An Inside Look at Retirement Living

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

Managing Your Lifestyle

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

Investment Strategies for Retirement

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

5 Smart Investing Principles

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

Your Cash Flow Statement

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

View all presentations

Videos

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations?

Retirement Redefined

Around the country, attitudes about retirement are shifting.

What Smart Investors Know

Savvy investors take the time to separate emotion from fact.

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

View all videos