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/CalPERS K-12 employees with multiple school district approved 403B carriers. (National Life Group/LSW; Midland National, Great American, North American) Local area ambassador for Appreciation Financial's Giveback Program for local schools. 401K's for small businesses, IRA's/Roth IRA's for individuals. Asset protection with permanent and term life insurance options that include living benefits.
Aflac Small Business Solutions (No cost benefits solutions for employers, 3 person minimum for groups). Individual plans available.
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
GET IN TOUCH
For more information about the products and services we provide, we invite you to contact us today!
** Zoom meetings are available.
Employment opportunities available:
Licensed life/health agent
Customer Service specialist
Part-time positions available
1280 S. Victoria Ave.
Ventura, CA 93003
You Asked, We Answered
ARE YOU A FIDUCIARY?
Yes. My license requires that I maintain and pass ethical certifications that ensure I keep my client's best interest in mind, not the carrier.
ARE YOU A CFP?
Because my clients work with their own accountants/tax professionals, I do not need this certification. If you need a good accountant or tax professional, my connections through the Ventura Chamber of Commerce provide me with an array of upstanding professionals that I can refer you to.
DO YOU HAVE A CUSTOMER REFERRAL PROGRAM?
Yes! Referrals are the best way for me to help ensure that individuals in our local community are properly preparing for their retirement, and not putting their future selves at risk of a financial crisis should an unforeseen medical event or other life-altering event take place.
AF Lite is a great way to earn a little extra money on the side for your referrals. Once enrolled, start referring and receive a percentage of business that transacts as a result of your referral.