Why us?

We are your local 401(k) plan specialists. Our mission is to help Sacramento businesses THRIVE! We accomplish this by helping our clients implement retirement plans that attract top industry talent and provide tax benefits.

Managing a retirement plan can be complex and time consuming. We provide retirement plan supports to help reduce risks and required time to providing an effective retirement plan. Having the right team in place makes all the difference.

Offering a better retirement plan benefit than your competitors won't matter if staff doesn't understand or appreciate it. Communication to staff is critical and providing personal supports can make all the difference. We know that every individual we engage has personal hopes, dreams and desires to achieve lasting financial independence. We strive to empower individuals on their financial journey.

"In the end, it's not the years in your life that count, it's the life in your years." – Abraham Lincoln

Our experienced team has you covered.

There’s nothing we value more than the time we spend with our loved ones. We want to help you achieve financial clarity and security so you can spend more time with the people you love, doing the things you value most. We offer a wide variety of services for your financial needs.

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Anthony Wright, CFP®, EA

Peter Moulton, CFP®

Dominick Anton, CFP®, APMA®, BFA^TM

Marc Bacsafra, MS, CFP®, EA

Hannah Kelly

I'm Dominick Anton

A little about me:

Proud husband and father of 4 beautiful children
Absolute pizza fanatic (ask me about what I'm going to make in my Ooni this weekend)
Love running, cycling and baseball

My Story

Working to pay may way through college, I started my career in the financial services industry at an independent insurance firm.

Obtaining my health insurance license at 18, I developed a specialty in assisting individuals transitioning onto Medicare. While the experience was absolutely invaluable, an unfortunate recurring theme developed.

Many individuals were inadequately financially prepared for their retirement. It was heartbreaking for me to receive calls from seniors indicating they were unable to afford their medications. This motivated me to do what I could to help as a financial professional.

I realized I wanted to support organizations in offering effective retirement plans to help fight the retirement funding crisis. Shortly after graduating from California State University Sacramento's Finance Program I obtained my CFP designation and began working as an advisor in 2014.

Forget about it!

Forget about it! I suppose my Italian background is what makes me passionate about pizza and helping others! Let me know what I can do!