530.342.2900
2452 Lakewest Drive, Chico, CA 95928

Who We Are

Asset Management Group has over 25 years of experience in the management of stock, bond and mutual fund portfolios. Our advisors take the time to understand what is important to you while working with you to identify your short term and long term needs. We work closely with your CPA and estate planning attorney to ensure a smooth, tax efficient wealth strategy.

Anne Johnson ChFC®

Anne Johnson ChFC®

*Chartered Financial Consultant®

Phone: 
800.333.2901
Mobile: 
530.342.2900
Fax: 
530.342.3925

What you do today has an impact on your future. It may not sound glamorous to budget and plan but it is the necessary commitment to yourself that will enable you to save and invest in your future. Set both short-term and long-term goals that are realistic, and then work toward your goals. Life is full of transitions: the birth of a child, the loss of a loved one, divorce and even changes in vocation or career are everyday occurrences. In all of these situations, it is important to be prepared financially and emotionally, and to navigate the transition minimizing financial pitfalls; allowing you to move forward with confidence.

Anne, a Chartered Financial Consultant® is an Investment Adviser Representative with Cetera Advisor Networks and a licensed life, disability, and long term care insurance agent. She has worked with Investments and Retirement Plans for individuals and business owners for over 25 years. She places an emphasis on wealth accumulation and distribution strategies and works closely with each client to develop a program suitable to their needs. Knowledge and experience play key roles in helping clients more effectively work toward their financial goals. She offers Life, Disability and Long Term Care Insurance to both individuals and business owners as risk management tools for asset preservation, income replacement, custodial care and/or Estate Planning.

Investment Adviser Representative/CA Insurance License 0C50414

 


Securities and advisory services offered through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency), member FINRA, SIPC.  Cetera is under separate ownership from any other named entity

The registered representative(s) and/or investment adviser representative(s) listed on this website are licensed and registered in the following states:
We are registered to sell Securities in AK,AL,AZ,CA,CO,FL,IA,ID,IL,IN,KS,KY,LA,MD,MI,MO,MT,NC,NE,NV,OR,TN,TX,UT,VA,WA.

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