Investment Services
Step into the future you really want
Let's get you closer to your life goals.
Dreaming of becoming a digital nomad, putting the kids through college, or maybe leaving a legacy that helps make the world a better place? A solid investment strategy, created just for you, can help make it happen.
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College Planning
Yes, college is pricey, but it’s so worth it! We can help you decide which tax-advantaged accounts and other investments work best for you to help offset costs not covered by financial aid and scholarships.
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Retirement Planning
Just getting started? We’ll help you figure out how much you need to put aside, in which accounts, to supplement future pension or Social Security income. Already coasting into retirement? We’ll help you plan for income when you need it most.
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Portfolio Management
Got an IRA, 401(k) or term certificates? Great news—you’ve got a portfolio! Managing it doesn’t have to be scary. We’ll work with you to make sure your investments are balanced to reflect your risk tolerance and time horizon for your goals.
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Estate Planning
You don’t have to be rich to need an estate plan. We’ll help you work through key decisions and make plans for who will care for your children and where your money and other property will go when you pass away.
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Insurance
If you’ve got a family, you probably need insurance. We’ll help you decide what kind, and how much you need to ensure your loved ones are protected.
Mark Yamamoto
CA Insurance License # 0G17753
(530) 750-6747.
Kyle Johnson
CA Insurance License # 0L67486
(858) 744-8249
We're with you every step of the way.
Our partnership with Osaic Wealth, Inc gives BluPeak members access to thousands of stocks, bonds and mutual funds, competitive annuity and insurance products, and industry-leading technology for 24/7 online account access. But the best part is our team of experienced financial advisors, who will get to know you and the dreams behind your portfolio. With your goals in mind, together we’ll create a personalized investment plan, and then stay in touch to help keep you on track for success.
Osaic Wealth, Inc is the nation’s largest network of independent wealth management firms.
You’re one step closer to your dreams.
Speak to one of our Financial Advisors.
Disclosures
Must meet membership and account criteria. This content is provided for informational purposes only and is not intended to be financial advice.
Securities offered through Osaic Wealth Inc, member FINRA/SIPC. Financial Advice & Investment Advisory Services offered through PFG Advisors, a Registered Investment Advisor (RIA). BluPeak Investment Services, BluPeak Credit Union, PFG Advisors, and Osaic Wealth Inc, are separate entities.
CLICK HERE FOR A COPY OF PFG ADVISORS’ RELATIONSHIP SUMMARY (FORM CRS)
CLICK HERE FOR A COPY OF OSAIC WEALTH, INC’S RELATIONSHIP SUMMARY (FORM CRS)
Free and simple tools are available to research firms and financial professionals at INVESTOR.GOV/CRS, which also provides educational materials about broker-dealers, investment advisors, and investing.
This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.
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Not NCUA Insured |
No Credit Union Guarantee |
May lose Value |