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Retirement Visions Chico CA

Bankrate readers check their savings, peek into the future and guess what retirement might look like. Having a long-term plan and sticking to it will increase your chances of arriving at retirement in style.

Mr. Guerdon Tisdale Ely, CFP®
(530) 895-0636
40 Philadelphia Dr
Chico, CA
Firm
Ely Prudent Portfolios LLC
Areas of Specialization
Asset Allocation, Charitable Giving, Estate Planning, Retirement Income Management
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: $100,001 - $250,000

Profession: Not Applicable

Data Provided by:
Benjamin D. Knight, CFP®
(530) 892-0253
116 Henshaw Avenue
Chico, CA
Firm
RedRock Financial & Insurance Services, Inc.
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits, Investment Planning, Life Planning, Long-Term Care
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Average Income: $100,001 - $250,000

Profession: Self-Employed Business Owners

Data Provided by:
Kathleen M. Carpenter, CFP®
(530) 892-0253
116 Henshaw Ave
Chico, CA
Firm
RedRock Financial and Insurance Services, Inc
Areas of Specialization
Comprehensive Financial Planning
Key Considerations
Average Net Worth: Not Applicable

Average Income: Not Applicable

Profession: Not Applicable

Data Provided by:
Mr. Mark A. Barrett, CFP®
(530) 894-2244
2111 Forest Ave
Chico, CA
Firm
Barrett Financial Services
Areas of Specialization
Retirement Income Management
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: $100,001 - $250,000



Data Provided by:
Joseph Sweeney, CFP®
2452 Lakewest Dr
Chico, CA
Firm
Asset Management Group

Data Provided by:
Ryan O'Donnell, CFP®
(530) 564-0965
2595 Ceanothus Ave., Suite #186
Chico, CA
Firm
The O'Donnell Group
Areas of Specialization
Asset Allocation, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Divorce Issues, Estate Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Average Income: $100,001 - $250,000

Profession: Self-Employed Business Owners

Data Provided by:
Michael T. O'Donnell, CFP®
(530) 564-0960
2595 Ceanothus Ave. #186
Chico, CA
Firm
The O'Donnell Group
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Divorce Issues, Education Planning, Employee and Employer Plan Benefits, Estate Planning, Insurance Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Average Income: $100,001 - $250,000

Profession: Self-Employed Business Owners

Data Provided by:
Mrs. Diane M. Knight, CFP®
(530) 892-0253
116 Henshaw Ave
Chico, CA
Firm
RedRock Financial & Insurance Services, Inc.
Areas of Specialization
Comprehensive Financial Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Average Income: $100,001 - $250,000

Profession: Not Applicable

Data Provided by:
Steven P. Hoke, CFP®
(530) 879-3276
555 Main St Ste 100
Chico, CA
Firm
Morgan Stanley Wealth Management
Areas of Specialization
Comprehensive Financial Planning, Investment Management, Life Planning, Wealth Management, Women's Finances
Key Considerations
Average Net Worth: Not Applicable

Average Income: Not Applicable

Profession: Not Applicable

Data Provided by:
Mr. Derek L. Hastings, CFP®
(530) 894-2244
2111 Forest Ave
Chico, CA
Firm
Barrett Financial Services
Areas of Specialization
Wealth Management
Key Considerations
Average Net Worth: $250,001 - $500,000

Average Income: $50,001 - $100,000

Profession: Not Applicable

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