We
help people just like you, plan for the future. With over 30 years of
combined expertise of the systems that include finance, taxes, real
estate, insurance, investments and overall planning, we show you how to
use the system to your advantage. We are an organization that dedicates
itself to knowing the system and knowing how to negotiate the waters in
our system to best benefit you!
Get the real information and background on how to use your entitlements
properly. Entitlements such as Social Security, Medicare, Medicaid, Medi-Cal,
tax deductions and refunds, government approved retirement plans such as
401(k), 401(m), 402(c), 403(b), 411(a), 412(i), 414(w) 457(b), IRAs, Roth
IRAs, 72(T), SEP, 529, HSA, veterans benefits and more.
The Retirement Planning Team teaches, trains and educates the everyday
citizen and taxpayer how to use their entitlements to live and enjoy
financial security and peace of mind. Concepts such as triple compound
interest, calculating whole dollars using the reciprocal, creating income
for life, understanding your rights under the Pension Protection Act of
2006, Economic Growth and Tax Relief Reconciliation Act of 2001 (EGTRRA),
Employee Retirement Income Security Act (ERISA), amongst the many others
that exist.
Other products and services offered are life insurance, health insurance,
burial insurance, long term care insurance, qualified and non-qualified
annuities, single premium immediate annuities, mortgage consulting,
refinances, and reverse mortgages.
