Tax-Optimized
Retirement Planning
Financial Planning
Kim N. Huber, CFP
Family Wealth Advisor & Founder
Tailored Advice and Strategies
-
Women Executives
-
Soon to Retire & Already Retired Women
-
🔍 Why do people hire us? We’re often asked, "My advisor only talks about investments, but I also need tax and retirement advice. Can you help with that?" Yes, we can. 🎯
Our Services
-
Tax Planning
-
Financial Planning
-
Retirement Planning
-
Investment Management
Serving Clients For Over 25 Years
Meet the Team
-
Kim N. Huber, CFP® Chico, CA
Family Wealth Advisor & Founder
CA Insurance Lic # 0B53200
-
Deborah L. Burdick
Client Services Associate
-
Amber I. Kodad, CFP®, MBA
WCG Director of Financial Planning
-
Raymond J. Bell
WCG Advanced Insurance Consultant
CA Insurance Lic # OH36213
-
Berta Huber, MVP
Director of Happiness
Voted Best of Chico
Financial Planner
Voted “Best Financial Planner” in Chico News & Review Readers’ Poll
Subscribe to Money Matters
Get easy-to-understand advice to help you optimize your income, reduce taxes, and invest wisely. Be the first to know about in-person and virtual events.
