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Financial Pros Stand Alone - February 2024

In these unique financial times, it’s imperative to manage your funds wisely. Fortunately, our region is home to an abundance of highly qualified, trusted experts who can assist in all types of money matters—from financial planning and advising, to tax preparation, estate planning, and more. In the pages that follow, Style introduces you to some of the area’s best in the business—ensuring you reach your financial goals with ease and confidence.

In these unique financial times, it’s imperative to manage your funds wisely. Fortunately, our region is home to an abundance of highly qualified, trusted experts who can assist in all types of money matters—from financial planning and advising, to tax preparation, estate planning, and more. In the pages that follow, Style introduces you to some of the area’s best in the business—ensuring you reach your financial goals with ease and confidence.

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FEBRUARY <strong>2024</strong><br />

Buffalo Hot Wings<br />

at Relish Burger Bar<br />

STYLEMG.COM<br />

M A G A Z I N E<br />

In these unique financial times, it’s imperative to manage your funds<br />

wisely. Fortunately, our region is home to an abundance of highly<br />

qualified, trusted experts who can assist in all types of money<br />

matters—from financial planning and advising, to tax preparation,<br />

estate planning, and more. In the pages that follow, Style introduces<br />

you to some of the area’s best in the business—ensuring you reach<br />

your financial goals with ease and confidence.<br />

Local Date Ideas Our Favorite Things Mighty Med Spas<br />

Wing<br />

PLUS<br />

Education <strong>Financial</strong> Valentine’s Day<br />

Guide <strong>Pros</strong> Gift Guide<br />

As seen in the<br />

<strong>February</strong> <strong>2024</strong><br />

Issue of Style<br />

Magazine<br />

Style Magazine<br />

stylemg.com


SPECIAL SECTION<br />

presenting style magazine's annual<br />

Helping Businesses & Individuals<br />

pay less taxes and buy more<br />

vacations since 2009.<br />

P R O F E S S I O N A L S<br />

featuring a selection of<br />

the area's best of the best!<br />

In these unique financial times, it’s imperative to manage<br />

your funds wisely. Fortunately, our region is home to<br />

an abundance of highly qualified, trusted experts who<br />

can assist in all types of money matters—from financial<br />

planning and advising, to tax preparation, estate planning,<br />

and more. In the pages that follow, STYLE introduces you<br />

to some of the area’s best in the business—ensuring you<br />

reach your financial goals with ease and confidence.<br />

Call to find out how much<br />

you can save today!<br />

(916) 246-6111<br />

5170 Golden Foothill Pkwy<br />

El Dorado Hills, CA 95762<br />

edhtax.com<br />

’23<br />

stylemg.com<br />

Michael Yee<br />

Yee Law Group, Inc.<br />

919 Reserve Dr. // Roseville<br />

1024 Iron Point Rd., Ste. 1008 // Folsom<br />

4010 S. Land Park Dr., Ste. B // Sacramento<br />

916-927-9001 // www.mylawyersllp.com<br />

Attorney Michael Yee focuses his practice<br />

on estate planning law while providing<br />

excellent client services at a highly regarded<br />

and friendly law firm. Estate planning may<br />

include a living trust, advance health care directive,<br />

power of attorney, and other special planning unique<br />

to each client. Attorney Michael Yee graduated with a<br />

BA in Business Economics from ULCA and earned his<br />

JD from the University of the Pacific, McGeorge School<br />

of Law. He is a proud father of two incredible boys.<br />

Yee Law Group is home to multiple talented attorneys<br />

and paralegals offering services in estate planning,<br />

probate, conservatorship, and elder law. With three<br />

locations in Folsom, Roseville, and Sacramento to best<br />

meet your needs. The incredible team at Yee Law<br />

Group's top priority is client satisfaction and serving<br />

each client with exceptional professionalism and<br />

precision. They lead the way with a top-rated online<br />

reputation, with over 140 5-star reviews on Yelp!<br />

Start planning now – call to schedule your FREE estate<br />

planning consultation today!<br />

FEBRUARY <strong>2024</strong> | stylemg.com 83


SPECIAL SECTION<br />

Heather Johnston, Managing Attorney<br />

Sapphire Law Group<br />

111 Woodmere Rd., Ste. 240 // Folsom<br />

916-546-5023 // sapphire.law/folsom-style<br />

Elevate Your Estate and Business Planning<br />

with Sapphire Law Group<br />

Sapphire Law Group is a Folsom law firm focusing exclusively<br />

on trust and estates and business planning. The firm is owned<br />

and managed by attorney Heather Johnston, who is a Certified<br />

Specialist in Estate Planning, Trust, and Probate Law by the State<br />

Bar of California Board of Legal Specialization.<br />

Sapphire Law Group provides legal services to clients who desire to<br />

actively engage in the planning process and have the following defining<br />

characteristics:<br />

• They value a thorough and detailed approach<br />

• They desire a long-term relationship with a law firm and legal team<br />

they can trust<br />

• They seek advice from educated professionals<br />

• They understand the importance of leveraging technology and<br />

information security<br />

• They want expert guidance through the process<br />

• They desire peace of mind<br />

The firm’s approach embodies Heather's commitment to “focusing on<br />

the plan before the paper.” This means that we take time early in the<br />

planning process to get to know and understand a client’s priorities,<br />

assets, and concerns, and take the initiative to ask the right questions.<br />

This leads to a better overall plan, and greater peace of mind. Our<br />

approach also emphasizes collaborative planning with financial experts<br />

and other advisors to ensure that each client’s unique needs are met.<br />

Beyond her law practice, Heather is an avid reader, boater, paddle<br />

boarder, novice baker, enthusiastic gym rat, and spectator at her<br />

children’s swim meets. She is a mother, wife, sister, daughter, auntie,<br />

business owner, and she passionately works to support small businesses<br />

in her community.<br />

Experience peace of mind with Sapphire Law Group – we are planning,<br />

elevated.<br />

Visit https://sapphire.law/folsom-style for a free checklist and to learn<br />

more.<br />

Attorney Advertising | Contact Heather Johnston, Esq. SBN 244991<br />

84 stylemg.com | FEBRUARY <strong>2024</strong> | /stylemediagroup /stylemediagroup /stylemediagroup /stylemags


SPECIAL SECTION<br />

’22<br />

’23<br />

stylemg.com<br />

stylemg.com<br />

> edwardjones.com | Member SIPC<br />

Next Peak CPA<br />

Clint Herndon, CPA<br />

1839 Iron Point Rd., Ste 100 // Folsom // 916-850-0245<br />

www.nextpeakcpa.com<br />

Life is for living. Let’s partner to help<br />

you make every single moment matter.<br />

When you work with Edward Jones, our entire team will help you work toward<br />

your financial goals. I’ll learn which special moments you want to create in your<br />

life — and then we’ll design a tailored strategy to help you build the future you<br />

envision, together.<br />

We can help you get there.<br />

Ryan Noxon, CFP ®<br />

<strong>Financial</strong> Advisor<br />

3706 Atherton Road Suite 120<br />

Rocklin, CA 95765<br />

916-626-4103<br />

MKT-16921-A AECSPAD 20997206<br />

Unlock <strong>Financial</strong> Success with Next Peak CPA!<br />

Next Peak CPA’s mission is to impact our community through<br />

exceptional accounting and tax solutions. Our dedicated<br />

team, led by Clint Herndon, CPA, is committed to navigating<br />

the complexities of taxation, accounting, and financial strategy with<br />

unparalleled customer service…. Which is why we have been voted the #1<br />

Best Accountant by Style Magazine readers for 5 straight years!<br />

Whether your business has been thriving for years or you are just getting<br />

started, Next Peak CPA can tailor our services to meet your needs.<br />

Our expertise includes contract CFO/Controller services, accounting/<br />

bookkeeping, tax planning and preparation, and forensic accounting.<br />

Experience the assurance of expert accounting solutions. Contact Next<br />

Peak CPA today to help unlock the future of your business!<br />

’23<br />

stylemg.com<br />

FEBRUARY <strong>2024</strong> | stylemg.com 85


FEBRUARY <strong>2024</strong><br />

STAY UP TO DATE ON ALL OF<br />

THE LOCAL GOINGS-ON!<br />

Pick up the new issue of STYLE Magazine and follow us online.<br />

Local Date Ideas Our Favorite Things Mighty Med Spas<br />

M A G A Z I N E<br />

Wing<br />

Buffalo Hot Wings<br />

at Relish Burger Bar<br />

STYLEMG.COM<br />

PLUS<br />

Education<br />

Guide<br />

<strong>Financial</strong><br />

<strong>Pros</strong><br />

Valentine’s Day<br />

Gift Guide<br />

M A G A Z I N E<br />

/stylemediagroup /stylemediagroup /stylemediagroup /stylemags

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