Finney & Associates is a financial advisory firm based in Sacramento, CA, dedicated to helping individuals of all ages secure and protect their retirement savings. With a focus on creating awareness and providing smart ideas, they offer services such as retirement planning, alternative investment options, and life assurance. Their goal is to empower clients with knowledge and strategies to eliminate unnecessary financial transfers and maximize their savings, ultimately creating more financial options and opportunities for the future.
Led by Pete Finney, a seasoned professional in the insurance industry, Finney & Associates takes a unique approach by helping clients identify and minimize losses in their financial lives rather than solely focusing on picking winners. By understanding the four crucial financial quadrants of debt elimination or management, savings asset accumulation, asset protection, and estate preservation, they aim to help individuals achieve a secure retirement and leave a lasting legacy for future generations. With a commitment to educating clients about tax-favorable strategies and the power of compound interest, Finney & Associates strives to ensure that their clients keep their hard-earned money and enjoy a financially secure future.
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