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<strong>We Work For You</strong>

We Work For You

We specialize in retirement and income planning with both pre and post retirement clients:

  • 401k Rollovers
  • In-service distributions from retirement plans
  • Traditional IRAs
  • Roth IRAs (Contributory and Conversion)
  • SEP and SIMPLE IRAs

JJ Bixby has been working with individuals and businesses in the Fremont area for over 25 years. JJ holds the professional designation of CRPC and RIPC and is qualified and licensed to sell a variety of investment and insurance products.


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<strong>What Does Your Retirement Look Like?</strong>

What Does Your Retirement Look Like?

We understand that each individual faces unique challenges in their financial lives. We take the time to understand your needs and concerns and specialize in crafting a plan tailored to meeting your financial goals and objectives.

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Words of Wisdom

"The investor of today does not profit from yesterday's growth."

- Warren Buffet

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