We are a full-service retirement and estate planning firm based in Santa Rosa, California, and serving the Sonoma County area for over 18 years. We specialize in retirement and estate planning and management, offering insurance and investment products, trust implementation, life & health insurance. Let us help you plan and safeguard your financial future.
Marina Devoulin, principal agency owner, served on Safeco's National President's Council for 15 years and held the Award of Excellence since 1984. Most recently she and our agency were honored by Safeco and named a top agency and inducted into their prestigious H.K. Dent Society. Marina has been a licensed real estate agent and was a member of the Diplomats Club for the SF Chamber of Commerce.
Penny S. — I've worked with Marina and Suzanne for over 20 years. They have always been extremely responsive when it came to any questions