No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available. Today’s economic environment brings challenges. But along with challenges come opportunities and potential rewards. We work closely with our clients to evaluate those opportunities and reap those rewards. We educate our clients about financial concepts and products, and help take the mystery out of investing, insurance, estate conservation, and preserving wealth. We focus on money management, as well as other issues that are critical to your financial well being.
We support our clients with their personal and business needs. Our services and products include:
- Life Insurance
- Disability Insurance
- Mortgage Protection through Life Insurance
- Income Replacement through Disability Insurance
- Long-Term Care Planning
- Mutual Funds
- Annuities
- Regular/Roth IRA
- Education Funding Strategies
- Retirement Planning
- Medical Benefits, including Covered California
- Dental Benefits
- Vision Care Benefits
- Flexible Spending Accounts
- Group Life Insurance
- Voluntary Benefits
- Short/Long-term Disability Insurance
- Long Term Care Insurance
- Health Savings Accounts
- Employee Workshops
- 401(k) and other Retirement Plans
- Business Overhead Insurance
- Disability Buyout
- Buy-Sell Arrangements
- Key Employee Insurance
- Deferred Compensation
- Individual Disability
- SplitDollar/Executive Bonus Plans
- Supplemental Executive Retirement Plans
- 401(k) Plans
- Supplemental Executive Disability Insurance
- Corporate-Owned Life Insurance
- 401(k) & 403(b)
- Profit Sharing Plans
- Defined Benefit Plans
- Simplified Employee Pension (SEPs)
- SIMPLE IRA
Member Since: 2023