Financial Planning -

Brad DeHaven is a licensed Series 7 securities broker. Brad is also a licensed Series 24 Registered Principle. Whether you are planning for retirement or you're already retired, Brad can put together a solid financial plan to assure that you will stay in retirement.

Tax Preparation & Bookkeeping -

Allow DeHaven & Associates Accounting Services (a non-CPA firm) the opportunity to prepare your annual tax return at a competitive price. We also offer full service bookkeeping for those of you with small to medium-sized businesses or personal accounting needs.

Personal Insurance -

They say "life is short". Life insurance is the least expensive method of protecting your family from an untimely death. Because DeHaven & Associates Insurance Services is an independent broker for life and health insurance, you can rest assured that you will get the best rates from solid insurance companies.

Estate Planning -

Attorney Mark Lamb has been in practice since 1996 and is a member of the California State Bar's Trust & Estates Section. He is also a member of the Probate & Estate Section of the Sacramento County Bar Association. Mark specializes in will, probate, and revocable living trusts for individuals, couples and families.