Altum Wealth Advisors

Established in 1977, Primerica Inc. is one of the leading distributors of financial products to middle-income households in North America with approximately 95,000 licensed representatives. Based in Chico, Calif., the company and its representatives offer term life insurance, mutual funds, variable annuities and other financial products. It insures more than 4.3 million lives and over 2 million clients maintain investment accounts with the company. An accredited member of the Better Business Bureau, Primerica offers financial education debt solutions, retirement income solutions, education funding, income protection and building financial future. The products and services include debt consolidation funds, debt watchers, mutual fund investment, auto and homeowner insurance, variable annuities, long-term care insurance and prepaid legal services. Primerica Inc. is a member of the Insurance Marketplace Standards Association, American Council of Life Insurers and Financial Industry Regulatory Authority.

Jones Financial Network is a financial services firm based in Chico, CA, offering a range of financial planning and investment management services to individuals and businesses. With a focus on personalized solutions and long-term financial goals, Jones Financial Network aims to help clients navigate the complexities of the financial world with expertise and integrity. Generated from their business information

SpecialtiesWe focus on your goals with guidance and strategies to achieve successful results. Achieving your goals requires strategy, guidance and teamwork. We have learned to listen to our clients to find out what they want before applying our accounting, tax and financial strategy skills. We focus on the greater decision of your financial planning needs. Our perspective is on your long-term goals. We use this perspective to look at your current financial picture and to provide solutions on how to get you from point A to point B and beyond. To do this effectively, we give our clients personalized attention. Alan Lotspeich, CPA, is the focal point of your contact in this office and tailors the firms services to meet your individual needs.