CONNECT

Address:

1350 E. Spruce Avenue
Fresno, CA 93720

Phone:

(559) 650-2637

Fax/Other:

(866) 866-6589

Solutions to help maintain your lifestyle

You want to maintain the lifestyle that you and your loved ones have come to know.  Maybe it's looking at your retirement years or the legacy you want to leave.  Maybe it's protecting your loved ones should you die or become disabled.  Whatever it is, we'll help you put in place solutions customized to your needs.

Protecting your income

Disability Income insurance protects your income against life's uncertainties so you can avoid dipping into savings or retirement assets when you're not working.  Individual disability income insurance can help replace a portion of your income lost due to a prolonged illness or injury.

Protecting yourself and your family

Choose from many types of life insurance to fit your specific needs and budget.  Certain types of policies not only provide a benefit at death, but also while you are living.  You'll receive benefits like access to cash values and even the death benefit if you are diagnosed with a chronic illness.  With the right insurance to help fit your needs, you can feel comfortable that your family/heirs are able to maintain their standard of living before and after a death or serious illness.

Legacy and estate planning

Need help drafting a plan or updating it?  A proper plan helps ensure personal and business assets meet lifetime objectives and will be distributed the way you want. 

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