Yes, a couple is made up of two individuals. But as the two of you plan for retirement, you need to be thinking as a duo – not as separate people. We explain why this ‘team approach’ is so important and reveal the biggest missteps to avoid.
About Our Sacramento Office
Allworth Financial was born and raised in Sacramento. Founded in 1993 by Scott Hanson and Pat McClain, we provide you with honest, straightforward advice with the objective of helping you reach your financial, investment and retirement goals.
Want to learn more about us? For more than 20 years, Scott and Pat have hosted Money Matters, a weekly, call-in, financial topic radio show that airs every weekend on NewsRadio KFBK. Over the years they’ve answered thousands of financial questions on topics ranging from investing to pensions to estate planning to taxes and more. Money Matters is one of the longest-running financial shows in the country.
Conveniently located just off Highway 50 and Watt Avenue, the Sacramento office works with you to provide guidance on:
- Retirement and Financial Planning
- Investment Management
- Tax Services
- Estate Planning
Recipient of Best-In-Class Ethics and Best-In-Class Financial Advisors by NBRI (2019) 1
Barron's Top 50 Independent Advisors in America (2019)4
Financial Times Top 300 Registered Investment Advisors (2019)†
Meet Our Financial Advisory Team
Insights from Allworth Financial
If you’re single, that means all of your retirement planning will fall squarely on one person’s shoulders – yours. We share 5 of the key pieces of the planning puzzle you can’t afford to overlook.
Post-CARES Act clean-up. What plan sponsors need to know about subtle retirement plan changes, updates and things that stayed the same.