Tax-Optimized
Retirement Planning
Financial Planning
Tailored Advice and Strategies
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Women Executives
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Soon to Retire & Already Retired Women
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🔍 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
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Tax Planning
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Financial Planning
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Retirement Planning
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Investment Management
Serving Clients For Over 25 Years
Meet the Team
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Kim N. Huber, CFP® Chico, CA
Family Wealth Advisor & Founder
CA Insurance Lic # 0B53200
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Deborah L. Burdick
Client Services Associate
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Amber I. Kodad, CFP®, MBA
WCG Director of Financial Planning
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Raymond J. Bell
WCG Advanced Insurance Consultant
CA Insurance Lic # OH36213
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Berta Huber, MVP
Director of Happiness
Voted Best of Chico
Financial Planner
Voted “Best Financial Planner” in Chico News & Review Readers’ Poll
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