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Destination Nevada County

Premium visitors magazine for Nevada County produced by the Grass Valley Chamber of Commerce

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• Asset Management<br />

• Retirement<br />

& Financial Planning<br />

• Estate Planning<br />

• Lending Solutions<br />

• Liquidity Analysis<br />

• Life, Long-term Care<br />

& Disability Insurance<br />

• All Types of Retirement<br />

Saving Plans<br />

• Cash Management<br />

• College Financial<br />

Planning<br />

Guidance and Solutions<br />

for Li f e ’ s Transitions<br />

Successful financial planning<br />

will impact every part of your<br />

life. Change is ongoing in our<br />

work lives and our personal lives,<br />

sometimes happening suddenly<br />

and sometimes evolving over a long<br />

stretch of time.<br />

Our business is to help you feel<br />

confident as you move through<br />

life’s passages, and to give you true<br />

freedom to be retired when you<br />

reach that important goal. We can<br />

help you move toward stability,<br />

security, and financial independence<br />

through careful planning and<br />

preparing for the unexpected.<br />

We provide the highest level of<br />

service and integrity to each and<br />

every client. Because everyone’s<br />

needs are different, we listen closely<br />

and work hard to understand your<br />

current situation and your financial<br />

needs and goals.<br />

Our decisions and strategies<br />

are based on a combination of<br />

third-party research and our own<br />

in-house analysis.<br />

Strong connections are maintained<br />

with fund managers and strategists<br />

throughout the investment<br />

community, because appreciating<br />

the market's view is as important as<br />

formulating our own.<br />

Keeping abreast of developments<br />

within the investment markets,<br />

as well as the broader financial<br />

climate, helps us gain insight. It<br />

gives us a greater appreciation of<br />

where the investment market is<br />

heading in the future.<br />

The better informed we are, the<br />

better we are equipped to aid your<br />

investments.<br />

We welcome your inquiry, even if<br />

you think your needs or assets are<br />

modest. Our friendly, professional<br />

and straightforward personal<br />

approach is a hallmark of our<br />

business, and we look forward to<br />

serving you.<br />

Mary Owens, CPA, MS<br />

Branch Manager, RJFS<br />

Managing Principal<br />

530-272-7500<br />

426 Sutton Way, Suite 110, Grass Valley, CA 95945<br />

Securities are offered through Raymond James Financial Services, Inc. member FINRA/SIPC. Investment advisory services offered through<br />

Raymond James Financial Services Advisors, Inc. Owens Estate & Wealth Strategies is not a registered broker/dealer and is independent of<br />

Raymond James Financial Services, Inc.<br />

There is no assurance that any investment strategy will be successful. Investing involves risk and investors may incur a profit or a loss. Please<br />

consult a tax or legal professional for advice on tax or legal issues.<br />

DESTINATION <strong>Nevada</strong> <strong>County</strong> 183<br />

*Services provided by Raymond James Bank, an affiliate of Raymond James & Associates, Inc. and Raymond James Financial Services, Inc.

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