Catherine Heath, Certified Financial Planner professional

07/17/2026

What emoji best describes the retirement you're creating?

❤️ More time with loved ones
🌎 Travel and adventure
🎨 Pursuing passions
☕ Slower mornings
🏖️ Financial freedom
Share yours below!

07/16/2026

As we head into the second half of 2026, Ameriprise Financial experts break down key market and economic trends shaping the investment landscape.

07/15/2026

While no one can predict the future, we can work together to help protect you from unexpected events. Reach out to schedule a meeting.

07/14/2026

Some exciting developments with our expanded office space and growing team!

As we settle into the new set-up, our team continues to grow and evolve. It's been exciting to work together in the new space and make the most of the upgrades along the way. (Based on these photos, one team member may have already picked a favorite feature!)

Thank you to our clients and community for being part of our journey.

If you'd like to learn more about our approach to retirement and financial planning, contact us to schedule a complimentary consultation at [email protected] or 916-351-0000.

07/14/2026

Some exciting developments with our expanded office space and growing team!

As we settle into the new set-up, our team continues to grow and evolve. It's been exciting to work together in the new space and make the most of the upgrades along the way. (Based on these photos, one team member may have already picked a favorite feature!)
Thank you to our clients and community for being part of our journey.

If you'd like to learn more about our approach to retirement and financial planning, contact us to schedule a complimentary consultation at [email protected] or 916-351-0000.

07/07/2026

We're excited to share that our office expansion is officially complete! 🎉

What started as a vision is now a reality, and we couldn't be more grateful for the clients, colleagues, friends, and family who have supported us every step of the way.

This new space is more than just an expansion—it's a reflection of our growth and our commitment to helping families pursue financial freedom. We're excited for what's ahead and look forward to continuing to serve our clients in our new space!

If you'd like to learn more about how we can help you work toward your financial goals, reach out to us at [email protected]—we'd love to connect!

07/04/2026

As we celebrate Independence Day, we're reflecting on the values that matter most — freedom, opportunity, and the ability to plan for the future with confidence.

Wishing you and your loved ones a safe and meaningful Fourth of July.

06/30/2026

An unexpected illness or injury can change more than your health. Disability income insurance helps provide a monthly benefit if you’re unable to work, so you can focus on recovery instead of financial stress. Planning ahead gives you more certainty when life takes an unexpected turn. Reach out if you’d like to start the conversation.

06/26/2026

Are you getting the most out of your 401(k)? Here are seven considerations to help you maximize your employer sponsored plan.

Get more value out of your 401(k) by following these 8 steps.

06/23/2026

Your income is one of your most valuable assets. An illness or injury can stop a paycheck long before retirement, and employer coverage may not fully replace what you earn. Disability income insurance can help protect your lifestyle if work becomes impossible. Let’s talk about how to help protect what you work so hard for.