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Tax-Optimized
Retirement Planning
Financial Planning
Tailored Advice and Strategies
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Executive Women
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Retired & Soon to Retire Women
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Our Services
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Income Tax Planning
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Retirement Income Planning
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Financial Planning
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Investment Management
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Estate Planning & Trust Services
Every Dream Takes a Team.
We're on Yours.
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Kim N. Huber, CFP®
Family Wealth Advisor & Founder
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Ariella D. Murphy
Associate Paraplanner
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Maggie X. Lauer, CFP®
Plan Manager, LPL Financial
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Berta Huber, MVP
Director of Happiness
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Serving Clients For Over 25 Years
Kim N. Huber, CFP
Family Wealth Advisor & Founder
Voted Best of Chico
Financial Planner
Voted “Best Financial Planner” in Chico News & Review Readers’ Poll