CALIFORNIA CONSUMER

Our firm is a family firm started back in 1983 by our founder Lisa Sappenfield Boyer, CFP®. Since the creation of the firm she has brought her brother Daniel G Sappenfield, CFP®, her son Stan G. Boyer, and nephew Drew G. Sappenfield into the business. Along the way the family aspect was extended to include John B. Bennett, CFP®. The firm also has an excellent support staff that adds to our ability to help and service the families in which we are lucky enough to call our clients. Our firm offers Big City Service with a Small-Town Touch... We create strategies that are tailored to your needs and goals. We do not believe in a one size fits all approach... We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow through our financial planning and investment processes.

Primary location: Arcola United States