Simpson Wealth Planning

Simpson Wealth Planning, located in Sacramento, CA, offers comprehensive financial advisory services aimed at helping clients achieve financial independence in an increasingly complex financial landscape. With over 23 years of experience, Lamar Simpson provides personalized strategies to maximize wealth and ensure financial security for the future. The firm specializes in various financial planning areas, including retirement income strategies, investment management, and women's financial strategies. By partnering with clients to assess their current financial status and goals, Simpson Wealth Planning develops tailored plans to guide them toward achieving their financial aspirations. Generated from the website

Our Firm Apple and Associates was founded in March of 2000 by Daniel B. Apple CFP®, who has been proudly serving the Northern California area since 1984. We are headquartered in Grass Valley, CA. The Fiduciary Standard In the modern financial services industry, the lines between sound financial advice and commission-based product sales are often blurred. It can be difficult to determine if an advisor is truly operating as a fiduciary or if they are just using the "suitability standard". At Apple & Associates, we strictly adhere to the fiduciary standard.

Since 1985, in all types of economic, political, and market environments, we have delivered solid investment ideas and vital solutions our clients have come to count on.and#10and#10We understand that with the right management, account, and investment mix, our clients may be able to reduce their income taxes, and increase the money in their pockets, and investments. In time and by making good decisions now, this may provide them with additional income to enjoy when they are retired.