• Investments and retirement in rohnert park and santa rosa

  • Investments near Rohnert Park

Download Our Social Security Form

The 4% retirement rule is broken

Free Download

What kind of investor are you?

Takes just 5 minutes and get your road map!

Find Out

At Wasson Investment Services we work with families to help build, protect and pass on their family wealth, values and purpose.

Our mission is to assure each client’s family legacy and assist them in achieving the goals and objectives that are most important to them by integrating all areas of planning: financial, insurance, tax and legal strategies.

  • You may be interested in our Comprehensive Social Security Planning and Solutions, not a one-size-fits-all projection.
  • Do you know the optimum strategy to select YOUR Social Security benefit for your unique retirement plans?  Timing is NOT everything!  
  • Have you avoided forfeiting 25% of your annual lifetime benefit?  
  • Others have avoided another $125,000 mistake?  Click here for more information.

For information on our next free educational workshops, click here.