Sleep well without the stress of financial worries.
At Corley Investment Management, we understand the importance of financial security and the peace of mind it brings. As a registered investment advisor in Folsom, CA, we are dedicated to providing personalized wealth management solutions that align with your unique goals and aspirations.
What Sets Us Apart?
Our approach to financial planning is tailored to your individual needs and aspirations. We take the time to understand your financial situation, dreams, and anxieties. Together, we will develop a comprehensive financial plan that addresses your specific goals and concerns.
Retirement Planning
- Comprehensive retirement planning, including IRA rollovers, 401(k) guidance, and pension planning
- Social Security analysis and optimization
- Retirement income planning and distribution strategies
- Tax optimization strategies to maximize your retirement savings and withdrawals
Investment Management
- Personalized investment portfolio management based on your risk tolerance and financial goals
- Regular portfolio reviews and necessary adjustments
- Guidance on asset allocation, diversification, and rebalancing
Tax Planning
- Comprehensive tax planning and analysis
- Optimize your tax strategies to reduce taxes and increase savings
- Assistance with tax filing and compliance
Risk Management
- Comprehensive risk assessment and mitigation strategies
- Insurance review and recommendations
- Estate planning and succession planning
Compliance and Expertise
- Registered Investment Advisor (RIA) with the California Department of Consumer Affairs
- Certified Financial Planner (CFP) designation
- RICP designation in retirement income planning
- Five Star Wealth Manager award recipient
Our Commitment
Our team of experienced professionals is committed to providing personalized, transparent, and honest financial guidance. We are dedicated to building long-term relationships with our clients and helping them achieve their financial goals. We believe in open communication, active listening, and personalized attention.
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