schedule a breakfast or lunch with gary

You are cordially invited to sit down with Gary for a complimentary Breakfast or Lunch to privately discuss important issues that are affecting you and your business, such as business profitability, business liabilities and the potential negative impact of taxes. This is NOT a seminar or an offering of any securities. As a business owner, there are many issues to consider:

  • Do you know all the Benefits your business can provide for you . . . that you can’t provide for Yourself?
  • Is your retirement plan healthy? . . . Do you need a qualified plan "Check-Up"?
  • Are you aware of the new financial strategies that may help you Reduce Your Taxes?
  • How do you help Protect Your Business against the loss of an owner?
  • Where is your Net Worth invested? . . . Is it mostly in Your Business? . . . Is that where it should be?

    Gary looks forward to meeting you and discussing the many important issues and challenges that you as a business owner face.

    Please contact Kathi Jacoway at (916) 858-1222 or kathi@orbafinancial.com to reserve your special time with Gary.

    Breakfast Locations:
    Brookfields (Hwy 80 at Madison)
    4343 Madison Ave.
    Sacramento, CA 95843

    Brookfields (Hwy 50 at Sunrise)
    11135 Folsom Blvd.
    Rancho Cordova, CA 95670

    Lunch Locations:
    Zinfandel Grille
    2220 Gold Springs
    Gold River, CA 95670

    Carvers Restaurant
    Court 1400 Eureka Road
    Roseville, CA 95661

    If you are unavailable to meet for Breakfast or Lunch, please contact Kathi Jacoway at (916) 858-1222 or kathi@orbafinancial.com to inquire about a time and place that is more convenient for you.

     

Schedule a Breakfast or Lunch with Gary