Goodkind, Lalchandani, Hankin, and Callens Group offers comprehensive wealth management services. These services range from personal investment portfolios to managing corporate retirement plans.
While our primary role is investment management, we believe it is essential to coordinate our clients’ investment strategies with their overall financial situation by working with their accountants and attorneys when developing a plan.
Our approach utilizes a wide range of products, from individual stocks and bonds, mutual funds ETFs and limited partnerships to institutional managed portfolios and life insurance.
Our goal is to build both a professional and personal relationship with our clients. We offer both accessibility and accountability to our clients, with the ultimate goal of building a long-term, enduring relationship.
Phone
(916) 967-3208
Address
5650 Sunrise Blvd Suite 250 Citrus Heights, California 95610