MOTIVATION Growing up in Austin Texas, my father always said there are the three big L's in life, "to live, to love and to leave a legacy." The first two are up to you, but the third is exactly what I am here for. What is your legacy going to be? I Strive to help people define, create and implement a legacy strategy that can benefit generations to come. MY PROCESS I use an established process with all my clients that starts with an exploration of what's most important to you. Then, we work on creating tailored investment strategies, goal setting and executing with tax smart investing. I'll be by your side through the entire process. Whether you're changing careers, retiring, selling property or looking to pass your values with your wealth, I will make sure you and your family are taken care of. When you work with me, your professional team also includes my branch office administrator, Vidal Velez, and thousands of home office associates supported by advanced technology. My goal is to build a one-on-one relationship with you. Working together with your tax professional, attorney and other professionals, we will provide you a pathway to growing and transferring multi-generational wealth in the most tax efficient way. AND A BIT ABOUT ME I believe in helping create a better world by volunteering my time with multiple organizations in the Sacramento community. I currently serve as a board member of the Sacramento Rainbow Chamber of Commerce (our LGBTQ chamber). I foster an office atmosphere where my clients can be absolutely themselves and feel supported. I work hard to be an active ally and an advocate for all my clients. When I'm out of the office, you can find me exploring all that California has to offer. Whether it's hiking, kayaking, surfing, wakeboarding or skiing, I'm there! I want you to feel understood, secure, and confident in your financial strategy. Cheers, Caley Coss