3244 Brookside Rd
Suite 140
Stockton, CA 95219

Upcoming Events

PUMPKIN MAZE AT DELL’OSSO FAMILY FARM

Getting lost is the fun of it! Come on out for the Dell’Osso Family Farms’ 23rd annual Pumpkin Maze! Happy Halloween! California’s biggest agri-tourism event — the Dell’Osso Farms Pumpkin Maze —celebrated its 3 millionth visitor in 2017!
September 29, 2019 - October 31, 2019
10:00a - 8:00p

TRICK OR TREAT ON THE MILE

Kids, get dressed up for Halloween and come out and trick or treat on the Mile! Parents are welcome to bring their kids to the Mile on October 31st to trick or treat at participating businesses, restaurants, and shops.
October 31, 2019
5:00p - 8:00p

ANNUAL LODI SANDHILL CRANE FESTIVAL

Enjoy the annual Sandhill Crane Festival with tours, workshops and free festival exhibit hall.
November 1 - November 3, 2019
10:00a - 10:00p

Experience Matters

We specialize in providing planning and guidance for those who are seeking a better lifestyle in retirement. Whether you have a retirement nest egg of five million or $50,000, we can help you make sure it works as hard and as smart as you did in earning and saving it. If you’re typical, your retirement could last as long as 30 years and you simply cannot afford to make mistakes with your retirement money and run the risk of ruining your lifestyle during your leisure years. We have helpe... Learn More

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Retirement

Where will your retirement money come from? If you’re like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

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Investment Strategies for Retirement

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

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

How Will Working Affect Social Security Benefits?

Knowing the rules may help you decide when to start benefits.

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

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5 Benefits of Working in Retirement

Here are 5 reason why you may consider working through retirement.

Immediate vs. Deferred Annuities

Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.

Choosing a Retirement Plan that Fits Your Business

To choose a plan, it’s important to ask yourself four key questions.

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Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

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An Inside Look at Retirement Living

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

Investment Strategies for Retirement

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

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

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Retirement Redefined

Around the country, attitudes about retirement are shifting.

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

18 Years Worth of Days

The average retirement lasts for 18 years. Are you prepared to fill that many days?

Toll-Free:	(877) VGC-2785
Office:	(209) 762-5929
Fax:	(209) 762-5927