jQuery(document).ready(function(){
setTimeout(function(){
//var tag_new = jQuery("template").eq(38).attr("id");
var tag_new = jQuery("template").last().attr("id");
console.log(tag_new);
//alert(tag_new);
jQuery("#" + tag_new).css("display", "none");
jQuery("#" + tag_new).next().next().css("display", "none");
}, 100);
});
Skip to content 
About Truckee Financial Group
Founded in 2018, Truckee Financial Group has been providing financial planning services across 50 states in the USA. With offices in Reno, NV, Carson City, NV, Sacramento, CA, and Roseville, CA, our team of younger, professional advisors brings a fresh perspective and an unwavering commitment to our clients.
Our unique approach integrates retirement income planning, investment strategies, tax planning, and insurance solutions, all aimed at achieving long-term financial success.
Certified Financial Professional
Nevada License #3297253
California License #OM58365
Serving 50 US States
Our Mission
Our mission is simple and impactful, which is to help individuals and families achieve lasting financial confidence and security. We are committed to offering personalized financial planning that is both comprehensive and effective, ensuring that your retirement, insurance, and tax strategies are aligned with your unique needs and aspirations.
We believe that a successful financial journey is built on a foundation of trust and understanding. That’s why we take the time to listen to your individual goals and provide customized solutions that reflect your specific circumstances. Every strategy we implement is guided by the principles of integrity, honesty, and clarity, ensuring that your financial future is secure and fulfilling.
As licensed financial professionals, we are legally and ethically obligated to always act in your best interests. This means that we offer unbiased, transparent advice, focused solely on helping you achieve the financial outcomes that matter most to you. Our role is not to sell products, but to be your trusted partner, guiding you every step of the way with the expertise and dedication you deserve.
What Makes Truckee Financial Different
We pride ourselves on being accessible, competent, and professional in everything we do. Here’s why our clients trust us:
- Younger Advisors with Fresh Insights: Our team brings innovative ideas and modern financial planning approaches to the table.
- Comprehensive & Holistic Approach: We integrate every aspect of financial planning into one cohesive strategy tailored to your needs.
- Wide Geographic Reach: With offices in 50 US states, we offer personalized, high-touch service wherever you are.
What Customers Say About Truckee Financial
I've had an outstanding experience working with Matias at Truckee Financial Group. He takes the time to listen to my financial concerns and goals, making me feel incredibly comfortable discussing my future. Whether I have a quick question or we are reviewing our comprehensive plan, he is swift, patient, and highly detailed. I deeply appreciate his holistic approach and feel completely confident that my best interests are always his top priority. I highly recommend them!
Matias was responsive and helpful!!
My husband and I first learned of Matias' services by attending a presentation at our local library. I was impressed with his knowledge and ability to educate the group in layman's terms. Since doing business with him he has educated us on retirement planning, tax planning, investing, etc. He is responsive to our needs in a timely fashion and accommodating to meet around our schedules. His pricing is fair and reasonable compared to big name financial advisory firms I also talked to beforehand. I'm happy to say we feel financially secure for upcoming retirement, thanks to Matias! --Ty and Denise Jimenez
Matias is extremely helpful. He takes time to explain all of my questions. I feel he has my best interest in mind. Highly recommend!!!
I highly recommend this group. I have been working with Mattias for one year now and he has guided me with patience and professionalism. He is always available for questions and often checks in with me. I feel confident in the retirement plan he has created for me.
My wife Cheryl and I met with Matias to discuss our living trust options ! He was very helpful in answering all of our questions and explaining options we may want to consider for our needs. And gave contact information . Very pleased with how he carried himself professionally and worked with us ! Ricky Ruiz
I bought my term life insurance policy from Matias several years ago. It is great peace of mind knowing that in the event of a tragedy that my family will be taken care of. I didn't know that life insurance would also offer benefits for critical illness and Matias opened my eyes to all the ways that life insurance can act as a safety net for the unexpected. It is also nice to work with an agent who is responsive and will always answer any questions that arise. Thanks Matias!
Thank you Matias for being so helpful during the process of finding the perfect health and life insurance for my family. No one wants to think about Life insurance but when you have a family who relies on you, it’s a must. You answered all my questions throughly, and I understood what I was getting exactly. Highly recommend Matias.
Our Approach
We believe that retirement planning should not just be about managing finances but about building a comprehensive strategy that covers all aspects of financial independence, from 401(k)s, IRAs, and annuities to real estate, social security benefits, and healthcare planning.
We take a holistic approach to financial planning that prioritises your goals, values, and unique circumstances. Whether you are planning for retirement, managing your estate, or navigating complex tax strategies, we ensure that every decision is made with your future in mind. Our team is focused on making financial planning accessible, competent, and professional, ensuring clarity and guidance every step of the way.
Our Retirement Planning Services
We offer a wide range of financial services to help you plan, grow, and protect your wealth. With a dedicated focus on retirement income strategies, we help clients create sustainable income streams during their retirement years, ensuring financial peace of mind. Our services include, but are not limited to:
- Retirement Income Planning
- Investment Strategies
- Tax Planning & Retirement Tax Strategies
- Insurance Planning
- Real Estate Investment Strategies
- Healthcare & Medicare Planning
- Estate & Legacy Planning
- Cash Flow & Expense Analysis
Grow Your Retirement Income Confidence Today
Do you have a clear plan for turning your savings into dependable retirement income? Truckee Financial Group works with pre-retirees and retirees ages 50–75 to deliver client first retirement income planning that aligns income distribution strategies, tax-efficient withdrawals, investment portfolio management, Social Security optimization, and risk protection into one cohesive plan.
Call Truckee Financial Group, at (775) 360-3292 to schedule a retirement income review focused on income clarity, tax control, asset preservation, and ongoing guidance, helping you make informed decisions and gain greater confidence throughout retirement.
We keep all your information 100% secure & confidential
