Tri Fold Brochures

These brochures are wonderful tools which aid our current and future clients with valuable information about many wealth and philanthropic planning strategies. In fact, many advisors and charities direct their clients/donors to this site to learn about wealth control and planning solutions.

These brochures are a minority representation of the total resources available to our clients. If you would like to see how one of these strategies might address your specific situation, please download and print the PDF form below and fax it to our office at 530-470-0909. If you need assistance in completing the questionnaire, please call Mr. Cotney at 530-913-0562.