Steps to Financial Success · Education · Strategy · Execution

Our Mission

Our mission is to continually seek ways to maximize people’s full wealth potential by creating the highest efficiency on every dollar at work, while creating a quality of life that exceeds their expectations…

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Meet The Team

Phil Bodine

CEO / President
Office: 916-878-1045
Fax: 916-878-1037
Insurance License #: 0D25770

Meet the Team

Process vs. Product

“Where should I invest my money?”

This seems to be the question that is on a lot of our client’s minds when they first meet with us.

While we certainly understand why this question is important, we…

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Next Seminar

Wealth in Motion Seminar

Ruth’s Chris Steak House
1185 Galleria Blvd #P-120, Roseville, CA 95678

When: 9/30/2014

6:30pm – 8:30pm

RSVP for this Event