Wealth Design Group

At Roberts Retirement Group, we work with families to help build, protect, and pass on their family wealth, values, and purpose. It is our mission to help assure each client's family legacy and assist them in achieving the goals and objectives that are most important to them by integrating all areas of planning: financial, insurance, tax, and legal strategies. Located in the heart of the California Gold Country, we have been serving the residents of the Foothills since 1990, providing them with a strong, stable foundation where not only wealth, but also family values are protected, nurtured, and grown. Roberts Retirement Group offers wealth, value, and purpose for you, your children, and for generations to come.

Independent Capital Management in Concord, CA, known as Cannon Cochran Management Services (CCMSI), is a nationwide provider of claim insurance. They serve individuals, employees, and group clients, offering a range of risk management and insurance protective plans. The company focuses on providing comprehensive insurance solutions to meet the diverse needs of their clients. With a commitment to quality service, Independent Capital Management aims to deliver reliable risk management and insurance options to their customers. Generated from their available business information