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Services

The investment and insurance services we offer include:

Life Insurance. High quality, competitively priced Life Insurance products, including permanent, term, combination and variable policies.

Investment Products & Services. Our Investment Products and services can help you achieve your financial goals at every stage of your life, whether it's for retirement, children's education, or a future financial need.

Annuities. We offer high quality, innovative Annuity Products. Choose
from deferred and immediate annuities at variable and fixed
rates of return.

Long-Term Care Insurance. Comprehensive Long-Term Care Insurance reimburses some or all of the costs of care received in settings such as the home, the community, alternate living facilities or nursing facilities.

Disability Income Insurance. Many different disability income insurance products are available to help protect you and your family against the financial hardship that may accompany a disability.

401(k) Plans. We provide comprehensive 401(k) plan solutions. If you know someone who is interested in setting up a plan, or is dissatisfied with their current plan, have them call us.

Health Insurance. For individuals and businesses.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

[email protected]   |  (916) 788-1812