INVESTOR ACCESS

Keeping you informed and in the know

Because of the close relationship we’ll have as advisor and client, it’s not only important we get to know you as a person and an investor, but that you get to know us, too. So we keep you informed of news about our team and practice, what we’re involved in, plus events we host that we hope you and your family will attend.

Community and charitable involvement

We’re involved in many organizations. Here are some we think you’ll find of interest:

Firefighters Burn Institute, Sacramento CA

Mission Statement

The Firefighters Burn Institute is a non-profit 501(c)(3) organization founded by the Sacramento Area Firefighters Local 522 in 1973, for the purpose of establishing a local burn treatment facility; providing recovery programs for burn survivors; providing fire and burn prevention through public education; funding education for burn team professionals, firefighters, and burn survivors; and supporting burn treatment and rehabilitation research.

Performing Animal Welfare Society (PAWS)

Mission Statement

PAWS is dedicated to the protection of performing aniamls, to providing sanctuary to abused, abandoned and retired captive wildlife, to enforcing the best standards of care for all captive widlife, to the preservation of wild species and their habitat and to promoting public education about captive wildlife issues.

Leadership Lodi Class of 2013

Leadership Lodi, formed in 1990, inspires and motivates individuals in our community to achieve higher levels of leadership. The yearlong program provides participants with an opportunity to learn from current leaders about the complexities of the city from a variety of angles. Participants spend a full day on topics such as government, education, law, agribusiness, economic development and more, as they travel the city and meet with the people who help make the city tick. Each year the graduating class creates a project that benefits the community, including fundraising and manual labor, to foster their leadership skills and build teamwork. Grant was privileged to be a part of the class of 2013.

Lions Club

Grant has been part of the Lions Club since 2005, serving as president from 2010 to 2011. Lionism began in June 1917, when a young Chicago insurance agent, Melvin Jones, presented to a group of separate business clubs the idea of consolidating the individual clubs into one strong influential club with the goal of helping the community and serving humanity. The first convention was held in Dallas, Texas, at the Adolphus Hotel October 8, 1917. Twenty-three clubs participated. There are now more than 1.4 million members in over 44,600 clubs in 190 countries and geographic areas.

Lodi Chamber of Commerce

Grant is an active member of this group that works tirelessly toward the betterment of our community.

Mission – The Lodi District Chamber of Commerce is a nonprofit organization dedicated to serving our members, influencing public policy and fostering a climate in which business and industry can operate profitably. The chamber works to encourage and promote positive, well-balanced economic growth through business development.

Values – We value people and understand the importance of our members, volunteers and employees; accordingly, the Lodi District Chamber of Commerce pledges to:
    • Put members first to seek their needs above all others
    • Foster partnerships to improve the economic well-being and quality of life in the community
    • Treat members, the public and visitors with dignity and respect

Vision – The Lodi District Chamber of Commerce is a financially sound and growing organization. The Lodi Chamber is the leading business advocate in the region. The organization is responsive and will meet the demands of a changing business climate. Our staff is comprised of dedicated, well-trained professional people with a wide range of abilities and skills.

Team Gleason

Steve Gleason will always be remembered for his blocked punt on the night the New Orleans Superdome reopened for the first time after Hurricane Katrina. Steve played for the New Orleans Saints from 2000 to 2008.  In 2011, Steve was diagnosed with amyotrophic lateral sclerosis (ALS), considered a terminal neuromuscular disease. Steve is determined to inspire others by continuing to pursue life adventures despite his diagnosis, and he has challenged the worlds of technology and science to identify their most promising developments toward new treatments and a cure. 

Steve and his friends and family started Team Gleason to generate public awareness for ALS, raise funding to empower those with ALS to live a rewarding life, and ultimately to find a cure.

Raymond James is not affiliated with the above independent entities.

 

Upcoming events

 

NOW FOR THE FUN STUFF

May 5th, 2015

In appreciation of our most loyal and supportive clients, May 5th we hosted a special event at Mulvaney's in downtown Sacramento...and what a great event it was! The food was fantastic, the service was great, the venue was very accomodating, and as for the company we can't say enough...we truly have great clients and thank you all for your business throughout the years and also for making the evening such a success.

Our guest speaker for the night was John Diehl from Hartford Funds. John presented an engaging and thought provoking talk on "The Quality of Life". John's insight into "Who will I have lunch with?", left us asking what these questions have to do with retirement planning...to which he replied: "everything".

To learn more about John's Quality of Life presentation, feel free to call our office and Grant will be happy to share with you his thoughts and insights.

John Diehl and Hartford Funds are not affiliated with Raymond James.

 

March 5th, 2015

Our latest Inner Circle event was on March 5th at Cheese Central in downtown Lodi.

It was a Parisian Bistro cooking class that included dinner and wine. It was a lovely evening with good company, tasty meal, and a beautiful setting. We had an awesome time with our referrors and can’t wait till our next event.

The Inner Circle group is comprised only of those who have graciously sent us referrals in the past. The Inner Circle enjoys exclusive events and gatherings hosted by the firm periodically throughout the year. Anyone who refers a potential client receives an automatic membership into The Inner Circle.

 

October 18th, 2014

A few of us from Fletcher Financial Group headed out to San Andreas to the Elephant Grape Stomp, a fund raising event for The Performing Animal Welfare Society (PAWS). It was an amazing experience and privilege to see these rescued circus and zoo animals living out their lives in a natural environment: happy, healthy, safe and secure. We all had a great time.

PAWS is dedicated to the protection of performing animals to providing sanctuary to the abused, abandoned and retired captive wildlife, the preservation of wild species and their habitat and also to promoting public education about captive wildlife issues.

 

Raymond James is not affiliated with any of the organizations listed above.

215 West Oak Street, Suite 1 // Lodi, CA 95240 // T: 209.333.4500 // F: 209.333.4505 // TF: 877.333.4507 // Map and Directions