Advantage Wealth Advisors of Roseville & Northern CA

"There are two systems of taxation in our country: one for the informed and one for the uninformed."
Judge Hand, US Appeals Court Justice

"We help clients maximize their finances by lowering costs, implementing tax-advantaged investments & utilizing continous tax saving strategies now and throughout retirement."

 
"We offer free no-obligation consultations or phone appointments to discuss your questions".

Use one of our financial stratigies now (pre-retired or retired) to start help maximizing your future retirement along with your 401(k) and IRA's.  Learn about new Roth IRA Conversions; Is it right for you? 

 
As independent financial advisors we are, " Your Financial Planning Partner for Life" We create a financial plan unique to your individual situation using comprehensive investment financial planning principles. We offer professional investment management of IRA's, 401k's and tax-advantaged accounts. We use investment tax reduction strategies, private equity, no load funds and strategies to maximize and/or help guarantee your retirement income. We offer referals of trust reviews, estate tax minimization strategies or specialized trusts through preferred estate planning attorneys.
 
"Being independent financial advisors we represent you and not any one company or product. This allows us to recommend from a wide aray of product sponsors and well known financial services to help find you solutions to address your goals and objectives". James Biasotti

"Unlike other financial services firms it's not just about investing money- it's much more than that. It's ensuring everything including investments, insurance, and investment tax reduction strategies are working together in your best interest now and in the future! This includes helping to maximize investments while managing risk, and minimizing health care, long term care and life insurance costs." Ron Dale.

Wall Street Journal Online

Financial Planning A ssociation of Northern CA.

New Life Styles- Source for Seniors

HSA Center/calulators

Legal Documents

College EFC Calulator (Expected Family Contribution )

Yahoo Finance Tax Center
Saturday, January 28, 2012

Jim Biasotti & Ron Dale are not tax advisors nor are you obligated to seek legal advice through specific attorneys. Please consult your own tax advisor or attorney as needed. CA. Insurance License #s 0D64220 and 0703091 

Jim Biasotti and Ron Dale are Investment Advisor Representatives with and Securities and Investment Advisory Services are offered through Transamerica Financial Advisors, Inc. (TFA) Member FINRA, SIPC and Registered Investment Advisor. Non-securities products and services are not offered through TFA.  TFA is not affiliated with Advantage Wealth Advisors or AdvantageQuote Insurance Services, LLC.  2200A Douglas Blvd Ste 110 Roseville, CA  95661 (916)-789-8400.  Due to various state regulations and registration requirements concerning the dissemination of information regarding investment and insurance products and services, we are currently required to limit access of the following pages to individuals in states where we are currently registered. We are registered in the following states: CA, MA, OH, and TN
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For CA residents:
 
"A broker/dealer, investment advisor, BD agent or IA rep may only transact business in a particular state after licensure or satisfying qualifications requirements of that state, or only if they are excluded or exempted from the state's broker/dealer, investment adviser, or BD agent or IA rep requirements, as the case may be; and follow-up, individualized responses to consumers in a particular state by broker/dealer, investment adviser, BD agent or IA rep that involve either the effecting or attempting to effect transactions in securities or the rendering of personalized investment advice for compensation, as the case may be, shall not be made without first complying with the state's broker/dealer, investment adviser, BD agent or IA rep requirements, or pursuant to an applicable state exemption or exclusion.
For information concerning the licensure status or disciplinary history of a broker/dealer, investment adviser, BD agent or IA rep, a consumer should contact his or her stated securities law administrator."

Insurance offered through AdvantageQuote Insurance Services, LLC. CA Insurance License #OC3686