Gen XYZ Financial Services

Gen XYZ Financial Services We help those in Gen X, Y and Z achieve their financial goals. We believe financial planning should b

Thinking about what kind of legacy you’d like to leave? A charitable foundation may be right for you. Check out the vide...
06/01/2026

Thinking about what kind of legacy you’d like to leave? A charitable foundation may be right for you. Check out the video to learn more:

Want to do more with your wealth? You might want to consider creating a charitable foundation.

Many have heard they should avoid probate; do you understand what probate is and how it works?
05/29/2026

Many have heard they should avoid probate; do you understand what probate is and how it works?

Probate can be a completely public process, or it can be managed to include as little information as possible.

Renter? Think you’re covered by the owner’s insurance? Do a double check.
05/27/2026

Renter? Think you’re covered by the owner’s insurance? Do a double check.

Don’t overlook the need for renter’s insurance if you rent your home.

Buy or lease—it's not just about the monthly payment. This calculator breaks down the full cost of each option so you ca...
05/25/2026

Buy or lease—it's not just about the monthly payment. This calculator breaks down the full cost of each option so you can make a more informed decision.

Compare the true costs of buying versus leasing a vehicle to find the better fit for you.

As Americans continue to live longer, their retirement plans are becoming more and more unique. Are you ready to be insp...
05/22/2026

As Americans continue to live longer, their retirement plans are becoming more and more unique. Are you ready to be inspired?

When you retire, how will you treat your next chapter?

If you have employer-issued stock, an understanding of Net Unrealized Appreciation strategies may benefit your portfolio...
05/20/2026

If you have employer-issued stock, an understanding of Net Unrealized Appreciation strategies may benefit your portfolio.

Learn the advantages of a Net Unrealized Appreciation strategy with this helpful article.

Thinking about a prepaid debit card? Consider the pros and cons.
05/18/2026

Thinking about a prepaid debit card? Consider the pros and cons.

It's important to understand the pros and cons when considering a prepaid debit card.

Your credit score may impact what you pay for auto and home insurance.
05/15/2026

Your credit score may impact what you pay for auto and home insurance.

Your credit score may influence how much you pay for auto and home insurance.

Do you know how much you’ll spend during your retirement? The answer may be more complicated than you’d expect. Learn mo...
05/13/2026

Do you know how much you’ll spend during your retirement? The answer may be more complicated than you’d expect. Learn more here.

It can be difficult for clients to imagine how much they’ll spend in retirement. This short, insightful article is useful.

SocialMedia may be important in growing your company, but it may introduce liability. Is your company protected?
05/11/2026

SocialMedia may be important in growing your company, but it may introduce liability. Is your company protected?

Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.

Address

2200A Douglas Boulevard Suite 110
Roseville, CA
95661

Telephone

+19167898400

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