Lic
Business details
- Category
- Financial Services · Financial planner
- Address
- 806 W Imola Ave, Napa, CA 94559
- Phone
- (707) 253-0767
- Website
- Searching the web…
- County
- Napa County
About
Lic is a financial planning practice in Napa focused on helping individuals and families plan with confidence for the future. We offer personal financial planning guidance tailored to the goals, timelines and circumstances of each client.
Our work is built around clear communication, so you always understand the options in front of you and why we recommend them. We serve clients across Napa and Napa County, and we are glad to work with people at many different stages of their financial lives.
Whether you are just beginning to organize your finances or refining a plan you already have, we are here to help you move forward.
Reach out to start a conversation about your goals and how we can support them.
Our work is built around clear communication, so you always understand the options in front of you and why we recommend them. We serve clients across Napa and Napa County, and we are glad to work with people at many different stages of their financial lives.
Whether you are just beginning to organize your finances or refining a plan you already have, we are here to help you move forward.
Reach out to start a conversation about your goals and how we can support them.