CONNECT

Address:

1350 E. Spruce Avenue
Fresno, CA 93720

Phone:

(559) 650-2637

Fax/Other:

(866) 866-6589

Our Services

 

Solutions for your business

Key employee benefits and protection can help you prepare for the unexpected.  And, to make sure your business exists in the future the way you want, we'll help you plan for that, too.

  • In the event of a death, disability or resignation of a key employee or future change in management, would your business be as successful as it is today?

Solutions for your employees

In order to stay competitive, most companies offer employees the retirement and group insurance benefits they've come to expect.  Choose from a wide variety of products and services that can help you offer the features employees want with the administrative efficiency you need.

  • Are you offering (or maybe wanting to offer) retirement plans and group benefits?

Solutions to protect your lifestyle 

You want to maintain the lifestyle that you and your loved ones have come to know.  Maybe it's protecting your retirement years or the legacy you want to leave.  Maybe it's protecting your loved ones should you die or become disabled. 

  • Are you able to set aside enough money for retirement considering the limited amount of contributions that can be  made to a qualified plan?

  • If you had an accident or severe illness, would you be able to meet financial obligations based on your expected income during that stressful time?

  • Will your family/loved ones be able to maintain their standard of living if you're not there?

  • Is your will or trust current, and does it accurately reflect how you want your assets distributed?

Whatever it is, we'll help you put in place solutions customized to your needs.

 

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck