VARIETY OF SERVICES
- Financial Planning
- Wealth Management
- Estate Planning
- Individual & Commercial Insurance
- Professional & Liability Insurance
The main purpose of life insurance is to provide a financial benefit to your loved ones in the event of an early death. Typical reasons for buying life insurance including paying funeral expenses, providing mortgage assistance, supplementing educational expenses for children and spouses, replacing lost income, and helping to protect the value of an estate after the insured passes on.
Annuities can be a valuable addition to your overall retirement strategy because they offer tax-deferred growth while you’re saving for retirement, and dependable income after you retire – in some cases, for as long as you live.
Covered California is the state’s destination for quality, affordable health care. A part of the national health care law, Covered California is a program from the state of California where qualified lawful residents and their families can compare quality health plans and choose the one that works best for their health needs and budget.
As a small business owner, you face a variety of unique challenges and circumstances. Having secure, Personalized business insurance can offer invaluable protection and peace of mind.
We do your shopping for you. Our Strategy to staying competitive is we compare all options to find the most cost effective option, for the benefits or services you desire. Our loyalty is to our customers, not the companies.