Learn. Plan. Retire with confidence.
Financial freedom starts with knowledge
We teach retirement planning in plain language, the way you'd want a trusted friend to explain it.
Why we do this
Confidence comes from understanding
Most people were never taught how retirement money actually works, so the whole subject feels intimidating. We think it shouldn't be. Our classes replace the jargon and sales pressure with clear explanations and real tools, so you can make decisions you understand. Whether you manage your own money or want to work well with a professional, you leave thinking like a seasoned investor.
Our method
Financial planning, simplified into three phases
We teach the same process we use ourselves. It follows three phases, and by the end you can run all of it on your own.
First we take stock of where you stand today. Five areas tell us what your plan needs.
Next we build the portfolio, guided by our own New Portfolio Construction Theory. Two ideas anchor it.
A plan is never finished. We show you how to keep it healthy year after year.
By the last class, the whole process belongs to you.
Taught over 12 weeks with the Renaissance Society at CSUS, and now in a 4-week format through OLLI.
How we teach
Plain language, room to ask, no sales pitch
Our classes feel like sitting down with people who want you to understand, not customers to close.
Everyday language
We skip the jargon and never talk down to you.
Time to ask
Questions are welcome, and nothing gets rushed.
Real materials
Textbook, journal, and weekly handouts come with the class.
Where to learn it
Two ways to take the class
The same method, taught at two different paces. Pick whichever suits you.
Core offering
12-week live workshop
The full method from start to finish, taught in person with all materials included. This is our flagship course.
Sacramento · Renaissance Society at CSUSNow expanding
4-week workshops
A shorter course covering the core ideas, offered through the Osher Lifelong Learning Institute (OLLI).
Offered through OLLIWho you'll learn from
Meet the instructors
Nash Bailey, ChFC®
Investment Advisory Associate
Breaks down complex strategy into steps you can actually follow.
Bill Bailey, MSFS
Investment Advisory Associate
Four decades of experience, taught through stories you'll remember.
Start with the book
Take control of your financial future
Our book walks you through the whole process in plain language, how to organize, manage, and monitor your investments, taxes, and estate. No sales pitches, just the knowledge to tell good advice from bad.
What We’ve Been Up To
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Nash appeared on the Good Morning Sacramento radio program to promote his upcoming course, Retirement Money Mastery, and raise awareness among the community.
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At the Renaissance Society’s Open House event, we connected with many members of our community and shared our vision of transparent investment education.
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We recently had a tabling event at the annual Senior Health and Wealth event where we answered retirement related questions for the community.
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At CSUS, Bill Bailey presented to Business and Finance students alike, spreading knowledge of our industry and how their future could look in the Advisory field.
Need Something Else?
Interested in working together or having our advisers visit your community to educate your people? Fill out some info and we will be in touch shortly. We can’t wait to connect with you!
We Can…
Teach a workshop(s) at your community, workplace or school
Be interviewed for podcasts, shows, radio, etc.
Create custom presentations for you or your community
One on One Retirement Coaching
+ More! Just ask!