UNDERSTANDING YOUR OPTIONS

Feeling unsure about the future?

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Most of us are working towards a common goal. That glorious day when we can RETIRE.

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Many of us want to protect our family if we die too soon, live too long, or become too sick to work and that's not always a comfortable conversation. In fact, it can actually feel really overwhelming.

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​Whether you currently pay into the CalSTRS, CalPERS, CalPARS system, or even participate in your companies 401K plan, there's a lot to know about how much income your pension will pay versus what you will actually need in retirement to ensure that you don't outlive your savings, in addition to important elections that can be unclear when starting the retirement process.​

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I provide easy solutions and peace of mind with options that are designed specifically for our K-12 public educators and are already in place through your school district's approved vendors.

I provide a complimentary service that your HR simply does not.

Schedule your complimentary retirement consultation now
Yoga by the Ocean
Ocean Rocks

BUSINESS HOURS

Mon - Fri: By appointment.

Sat: By appointment

Sun: Closed

* 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.

https://app.acuityscheduling.com/schedule.php?owner=20684892

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Employment opportunities available:

  • Licensed life/health agent 

  • Customer Service specialist

  • Part-time positions available

  • Internships available

1280 S. Victoria Ave.
Suite #135 
Ventura, CA 93003

805.826.0006

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FAQ'S

You Asked, We Answered

ARE YOU A FIDUCIARY?

Yes.

My license requires that I maintain ethical credentials that ensure I keep my client's best interest in mind, not the carriers, or my own.

I promise that your money stays with YOU, and I will never move you out of something that is currently doing you GOOD.

ARE YOU A CFP?

I do not do any tax-planning.
My clients work with their own accountants/tax professionals and we work together to create your perfect plan!
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.
Ask me more about this when we meet!