Broker Check

5650 Sunrise Blvd
Suite 250
Citrus Heights, CA 95610

 

Our Services

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.

At Goodkind, Lalchandani, Hankin, and Callens we provide assistance in the following areas:

Types of Accounts:

Our brokerage accounts are offered through Cetera Advisors LLC. Cetera Advisors LLC uses Pershing, LLC as a back office transfer company that provides an omnibus holding arrangement available for cash, stocks, bonds and mutual funds in one convenient account. We also deal directly with over 200 mutual fund and annuity groups, offering you a wide variety of choices. If you are interested in an account not listed below, just ask for assistance, in most cases we can help.

  • Individual & Joint Accounts
  • Trust Accounts
  • Corporate Accounts
  • Traditional & Roth IRA's
  • Simple & SEP IRA's
  • 403B TSA
  • 401K & Profit Sharing Plans
  • 401K & IRA Rollovers
  • 529 Plans & Coverdell IRA's
  • Custodial UTMA Accounts
  • Charitable Giving Accounts

Investment Choices

We offer the full spectrum of investment vehicles. Not all types of investments are appropriate for every investor, however, we believe it is important to give you, the client, as many choices as possible so you may make an informed decision. These are some of the investment vehicles we offer:

  • Individual & Preferred Stocks
  • Corporate & Municipal Tax Free Bonds
  • U.S. Government Securities & GNMA Bonds
  • Mutual Funds of all types
  • Variable & Fixed Interest Annuities
  • Real Estate Investment Trusts (REIT)
  • Direct Participation Programs
  • Certificates of Deposit
  • Money Market Funds

Account Services

We have been in business long enough to know that service is what sets us apart from the rest. The services listed below are just a few of the services we provide your account and your assets.

  • Historic performance evaluation and comparison
  • Complete portfolio and investment policy development
  • Strategic asset allocation
  • Personalized performance measurement, monitoring and reporting

Planning Services

Just as no two people are alike, no two financial plans should be either. We customize your plan based on your circumstances, needs, and preferences. You may engage our services for a single concern or for a comprehensive written financial plan. There is no charge for an initial consultation. If you are interested in fee based account management, we offer Advisory accounts as well. Here are a few focus areas:

  • Risk Management
  • Investment Management
  • Retirement Planning
  • Estate Planning
  • Tax Strategies

Business Services

We are committed to helping your business administer your retirement plan and making sure you are prepared if something happens to an owner or key-employee. We work comprehensively with your business and customize our service to meet your needs.

  • Business Retirement Services
  • Key Employee Insurance
  • Buy-Sell Insurance
  • Disability Income Protection

Insurance Services

We offer life insurance solutions for almost any need and view it as an important piece of a healthy financial plan. We offer coverage for:

  • Life Insurance for income replacement and mortgage payoff
  • Disability Income Protection
  • Business Insurance to secure a loan or fund a buy-sell agreement