Investment Services
for Individuals

Attentive Investments provides a broad spectrum of financial services for individual investors. We begin with helping you evaluate your current financial situation to ensure you have a strong foundation for building wealth. Attentive can help you plan and execute a solid strategy for long-term financial security and success.

Goals include

Retirement

How much will you need for retirement? Attentive can help you evaluate the amount of income you'll need to live on, and how to invest now for a secure future.

College Savings

A variety of college savings options are available to help you save and grow the funds available for your children's college.

Generational Wealth Building

A successful investing plan can yield results that last far beyond your lifetime, building a portfolio of wealth that will be passed down to future generations.

Estate Planning

When you've spent a lifetime building wealth, careful planning will ensure that your work is a blessing to your family after you pass on.

Financial Stability

Retirement can be hard to picture when you're struggling with finances now. We can help you build a strong financial foundation that forms the basis for future success.

Insurance

Protecting your assets is a crucial and often-overlooked key to your security. Attentive can evaluate your insurance needs and make sure you have the protection you require.

Tax Deferment

A poor plan that leaves your investments exposed to taxes can undo years of hard work and discipline. Attentive will help you make sure you're not giving more of your money to the government than you have to!

Wealth Building

Once you have the basics covered, it's time to start building real wealth! Investing outside of traditional retirement and savings accounts brings a new level of financial freedom.

Learn about the
Attentive Process

We pride ourselves on the level of service that we provide for each client. Learn what you can expect when you work with us.

At Attentive Investments, we pride ourselves on the high level of service that we provide for each of our clients. From the first meeting and throughout our relationship, we build personal relationships that allow us to understand your goals, motivations, life stages, and needs.

REGULAR COMMUNICATION

We'll be in touch frequently about the status of your investments

READILY AVAILABLE

Phone, email, or in the office, we're always happy to talk when you have a question

DAILY MONITORING

We're monitoring your portfolio on a daily basis to keep distribution and risk in line with your goals

Education for Individuals

  • June 30, 2022

    Budgeting During Inflation

    Bloomberg economists have estimated that the average household in the U.S. will be spending upwards of $433 more per month in 2022 than they did last year. This is a minimum of $5,200 per year if you ...

  • June 23, 2022

    Recession or Blip?

    You’re likely reading about an “impending recession,” which sounds kind of scary, especially for those of us who remember the Great Recession of 2008-9. The question right now is: are we already in a ...

  • April 27, 2022

    Pop Culture Investing Trends

    Over the last year, and really since the start of the pandemic lockdowns we saw a pattern emerge. Cultural Trends were spreading like wildfire through society. With the help of Facebook/Meta, Instagra...

  • April 15, 2022

    The CalSavers Program

    If you are a small business owner in the State of California and do not carry a retirement benefit plan for your employees, the deadline for the CalSavers Program is quickly approaching. If you have 5...

  • February 28, 2022

    Coordinating Your Professionals

    Financial Planning is often a term used colloquially to mean managing one’s money, but it isn’t exclusive to saving and implementing market strategies. It is also safeguarding those assets for the fut...

  • January 28, 2022

    Understanding Inflation

    Inflation causes prices of goods and services to increase. Consumers can purchase fewer goods per dollar, input prices go up and revenues and profits go down. If economic growth accelerates very rapid...

  • January 12, 2022

    Socially Responsible Investing

    Socially Responsible Investing (SRI) is the investment in companies that promote ethical and socially conscious ideals such as environmental sustainability, justice, corporate ethics and/or advocate a...

  • December 01, 2021

    The Financial Pyramid Series: Insurance Part 2

    Protecting your ‘Human Capital’ Human Capital refers to the monetary value of a worker’s experience, skills and working years available. Employer/state sponsored disability is inadequate or, at best, ...

  • November 12, 2021

    The Financial Pyramid Series: Insurance Part 1

    Insurance is the base of the financial pyramid, creating a solid foundation upon which you will build your wealth. It provides protection against any unforeseen event that can potentially jeopardize y...

  • September 24, 2021

    Cryptocurrency

    Cryptocurrency is a digital based currency that is used to buy and sell goods but also trade for profit. I’m sure, most of you know someone who has invested in some version of cryptocurrency. They wor...

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    Address

    5345 N El Dorado Street
    Suite 5
    Stockton, CA 95207

    Phone Number

    Hours

    8:00am - 4:00pm
    Monday - Thursday

    8:00am - 1:00pm
    Friday

    Benefits Management for Businesses

    Attentive Investments provides benefit plan and investing management for businesses of almost any size.

    Financial Planning and Investments for Individuals

    Attentive Investments provides a broad spectrum of financial services for individual investors.

    Address

    5345 N El Dorado Street
    Suite 5
    Stockton, CA 95207

    Phone Number

    Hours

    8:00am - 4:00pm
    Monday - Thursday

    8:00am - 1:00pm
    Friday


    Attentive Investments, LLC is a Women Owned Small Business (WOSB) under the terms set forth by the Small Business Association.

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