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We are always on your side

We are independent broker that provides financial and insurance planning services for individuals, families and business. We represent our clients to look for the best value products that fit your needs the most in the market. We have access to most of the major insurance carrier's products. Services and Products offered:

Insurance for Individual or Business

  • Life Insurance

  • Long Term Care Insurance

  • Disability Insurance

  • Accidental Insurance

  • Annuity

Individual Financial Planning

  • Retirement Planning

  • College Fund Planning

  • Estate & Insurance Planning

  • Wealth Management

Individual Health Insurance

  • Medical Insurance

  • Dental & Vision Insurance

  • Covered California

  • Medicare Insurance

Business Planning

  • Employee benefits

  • Group Retirement Plans

Group Health Insurance

  • Medical Insurance

  • Dental Insurance

  • Vision Insurance

High Net Worth & Corporate Solutions

  • Specialized income plans for Physicians, Doctors, Attorneys, Accountants, Athletes

  • Income plans for high income and/or Net Worth individuals and families.

  • Income plans and Supplemental Key Employee Retention Plan (SERP) for business

  • Deferred Compensation Plans

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