Financial Services

Comprehensive Approach

We offer a variety of financial services to help you reach your goals, no matter what stage of life you are in.

Life Insurance | Disability | Long Term Care | Medicare Supplements | Final Expense Insurance | Annuities | Business Group Plans | Estate Planning

(714) 543-3700

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We’ll give you a call to discuss the best driving course for you:

    Life Insurance

    Their are many types of life insurance to fit individual needs and circumstance. How much life insurance do I need? In most cases, if you have no dependents and have enough money to pay your final expenses, you don’t need any life insurance.

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    Disability Insurance

    Disability insurance pays an insured person an income when that person is unable to work because of an accident or illness.

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    Disability Insurance

    Disability insurance pays an insured person an income when that person is unable to work because of an accident or illness.

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    Long Term Care

    Because of old age, mental or physical illness, or injury, some people find themselves in need of help with eating, bathing, dressing, and other physical activities.

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    Medicare Supplements

    A Medigap policy is health insurance sold by private insurance companies to fill the “gaps” in Original Medicare Plan coverage. Medigap policies help pay some of the health care costs that the Original Medicare Plan doesn’t cover.

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    Medicare Supplements

    A Medigap policy is health insurance sold by private insurance companies to fill the “gaps” in Original Medicare Plan coverage. Medigap policies help pay some of the health care costs that the Original Medicare Plan doesn’t cover.

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    Get A Fast, Easy Quote FREE

    Local, independent homeowner’s insurance agent

    (949) 243-0425

    Get A Fast, Easy Quote FREE

    (949) 243-0425

    Final Expense Insurance
    (also known as Burial Insurance)

    Final Expense Insurance is one of the greatest gifts you can provide for your loved ones. Providing your family with the money needed to cover your final expenses is something that simply makes sense.

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    Annuities

    Annuities are a unique financial product that, along with Social Security, employer pensions, your 401(k) plan, IRA and other assets, can enhance your retirement security.

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    Annuities

    Annuities are a unique financial product that, along with Social Security, employer pensions, your 401(k) plan, IRA and other assets, can enhance your retirement security.

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    Business Group Plans

    Types & Uses of Retirement Plans for Business/Group/Employees. Simplified Employee Pension (SEP) Plan, Simple IRA Plan, Profit Sharing Plan, Money Purchase Pension Plan, Age-Weighted or Comparability Plan, plus many more.

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    Estate Planning

    Our estate planning services have been developed to help preserve what you have worked so hard to build over the years and to help you plan for the eventual distribution of your assets to your heirs.

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    Estate Planning

    Our estate planning services have been developed to help preserve what you have worked so hard to build over the years and to help you plan for the eventual distribution of your assets to your heirs.

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