RETIREMENT & FINANCIAL SERVICES / LIFE INSURANCE / SUPPLEMENTAL INSURANCE
Helping protect you and your family if you die too soon, live too long, or become too sick too work
Specializing in employee benefits with:
Appreciation Financial - Pension reviews/retirement strategies for CalSTRS/CalPRS employees with multiple school district approved carriers. 401K's for small business, IRA's for individuals
Aflac Small Business Solutions (No cost benefits solutions for employers, 3 person minimum for groups)
Mass Mutual Work-Site Solutions (401Ks, GI whole life options + VB options; 10 person minimum for groups),
Transamerica Employee Benefits (GI IUL and whole life, VB options; 5 person minimum for groups)
Debt solutions through MPower America. Most employees feel that they cannot save for retirement with the current debt that they carry
To learn more about our programs, click below.
Mon - Fri: By appointment.
Sat: By appointment
* Zoom meetings available