CONNECT

Address:

1601 Response Road, Suite 110
Sacramento, CA 95815

Phone:

(916) 614-7637

Fax/Other:

(916) 921-2247

 

 

Strategy Implementation for Individuals 

Financial Planning*

  • Fee-Based Financial Planning
  • Equity Compensation (Stock Option) Analysis
  • Non-Fee Needs Analysis
  • Personal Financial Plans
  • Focused Needs Plans
  • Personal Financial Plans with Estate Planning

 

Fixed-Income Investments

  • Mutual Funds
  • Corporate, Municipal and Government Bonds
  • Money Markets
  • Certificates of Deposit

Equity Investments

  • Alternative Investments
  • Mutual Funds
  • Exchange-Traded Fund (ETFs)
  • Unit Investment Trusts (growth-oriented)
  • Publicly Traded Stocks

Individual Retirement/Education Planning

  • Traditional and Roth IRA
  • Coverdell Education Savings Account
  • 529 Plans

Investment Accounts (Traditional Brokerage) Investment Advisory Programs

  • Fee-based financial planning is offered by financial professionals who are investment advisor representatives.

Annuities

  • Fixed (single flexible & immediate)
  • Variable Annuities (immediate & flexible payment)
  • Group Annuities (qualified retirement plans)
  • Equity-Indexed Annuities

Disability & Long-Term Care

Insurance

  • Individual Disability Income
  • Individual Long-Term Care

 

Life Insurance

  • Annual Renewable Term
  • Equity-Indexed Universal Life
  • Level Term
  • Whole Life
  • Universal Life
  • Variable Universal Life
  • Survivorship Variable Universal Life
  • Survivorship Universal Life

 

Strategy Implementation for Businesses

Financial Planning*

  • Employee Financial Planning
  • Educational Seminars

 

Executive Benefits

  • Bonus Plans
  • Deferred Compensation Plans
  • Split-Dollar Plans

Group Insurance

  • Health Insurance
  • Long-Term Care Insurance
  • Disability Income Insurance
  • Life Insurance

Business Planning and Estate Planning Strategies

  • Buy-Sell Plans
  • Non-Qualified Retirement Plans
  • 401(k) Retirement Plans

Retirement Plans

  • Simplified Employee Pension Plans
  • SIMPLE Plans
  • IRA
  • 401(k): Owner 401(k), Roth 401(k)
  • 457(b)
  • 401(1)
  • 401(k): Owner 401(k), Roth 401(k)
  • 403(b)(7)
  • Pension/Profit-Sharing
  • 412(e) Plan

Business Continuation Programs

  • Key Person Coverage
  • Buy-Sell Agreements
  • Succession Planning
  • Business Overhead Expense
  • Disability Buyout
  • Employee Stock Ownership Plans (ESOP)

Corporate-Owned Life Insurance

 

 

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