Personal Service & Support
We are a Certified Estate Planner, Accredited Investment Fiduciary, and Licensed Independent Insurance Agency specializing in Medicare, Estate, & Income Planning Solutions. We work with the major insurance companies so he can offer his clients appropriate coverage for them. Our clients are located all across California, giving us a great feel for the financial landscape. We design solutions with a focus on your short and long-term needs, which we combine with personalized advice aimed at helping our clients make better-informed decisions.
Medicare Planning
Before choosing a plan, we want to be sure you know the difference between your many Medicare plan options.
Learn MoreEstate Planning
Estate Planning involves setting up a plan that establishes who will eventually receive your assets.
Learn MoreIncome Planning
Annuities are investments that can be used to help build a guaranteed income stream or a retirement nest egg.
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Developing a Plan Together!
Let's developed a plan for the short and long term!
We will answer your questions and clarify the options you have.
Local Support
We are ocated in Southern California and can provide personal, virtual, and phone consultations.
Experienced
We are here to review your situation and find the right solution that fits your short and long-term needs.
Trained and Certified
We are licensed, trained, and annually certified to assist you with Medicare and your other insurance needs.
No Additional Fees
We do not charge for our services as we are compensated by the carrier (insurance company) partners. It makes for a win – win situation.