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Ideal Life Financial Advisors - Folsom, CA

2240 East Bidwell Street, Suite 110, Folsom, CA 95630   |   (916) 235-4646

 

Ideal Life Videos

Life in a Box

As a kid, things were simple. Life's different now and financial planning keeps you organized and in-the-know.

Our Services

We help our clients live their Ideal Life by assisting them with getting their entire financial house in order and keeping it that way forever.

Creative Planning

In wealth management, creative thinking is both an art and a science. Use this video to see how IdealLife uses creative ideas to help you visualize potential future outcomes.

Battle for Your Wallet

Creating a life map involves a close review of personal finances and an assessment of other building blocks. Lifestyle matters looks at how to balance work and leisure, how to make smart choices for the future, and many other important goals in an effort to help you live your ideal life.


How Do I Budget

Learning to budget is essential to any healthy financial life. This video will show the next generation the basics of budgeting and help them learn to make every penny count.


Path to Higher Education

60% of families don't have a college savings strategy. Learn what you need to know to get started.


How to Save for College

This video shows you effective strategies how to pay for the high price of higher education.


Business Owners

Business owners are a special breed with unique financial needs


Elder Care

Taking care of one's aging parents can be emotional and expensive. This video provides a checklist on what to do


The Dress Rehearsal

Host a Dress Rehearsal meeting for key clients in your office. A simple yet powerful idea. This video shows you why.


Economic Reality

Americans overspend and under save. We must strengthen our personal economies to save America's economy.


First Portfolio

Help your clients’ children learn smart money management skills today that can last a lifetime. Develop collaborative relationships with the next generation of clientele.


Choices

Learn how our planning process can help you achieve your important financial goals.

Protect

Life insurance protects. 70% of those with coverage only have enough to replace 3 1/2 years of income. How protected is your family?

Financial Planning

Learn how our planning process can help you achieve your important financial goals.

Our Value Proposition

We Help you live your Ideal Life

Retirement Education

95% of Americans have not saved enough for retirement. Act now, your retirement is approaching.

Currently Retired

You've built your nest egg over time. We can help you enjoy the rewards of your life's efforts.