Any time you are making a financial decision that may have a lasting impact on your financial future, it’s important to consult with a qualified financial services professional.
As an advisor, Jeffrey is committed to helping his clients develop a comprehensive and personalized financial strategy based on their needs and goals.
Jeffrey offers a full range of services for business owners, retirees, executives, and employees. He specializes in the needs of seniors - retirement planning, estate planning, charitable giving, and funding long term care.
To help his clients, he can employ a wide range of services and tools, including:
Personal and Business Financial Planning, Investments and Insurance.
Personal Financial Planning
Retirement Planning
Tax Planning/Tax-Advantaged Investments
Charitable Giving
Estate Planning
Senior Advising
Insurance Planning/Risk Management
College Tuition Planning
Cash Management Accounts
Business Financial Planning
Retirement Plans: SEP, SIMPLE, Profit Sharing, 401(k),
Money Purchase & Defined Benefit
Deferred Compensation/Executive Bonus Plans
Tax-Advantaged Investments
Business Succession Planning/Buy-Sell Agreements
“Key Man” Insurance
Group Insurance
Workers Compensation Insurance
Cash Management Accounts
Securities:
Stocks; Mutual Funds; Corporate, Government and Municipal Bonds; Money Market; Certificates of Deposit.
Asset Allocation & Professionally Managed Portfolios
Tax Advantaged Investments: Muni Bonds, Government Securities, Annuities, Traditional/Roth IRA’s, Life Insurance, Tax Credits
Insurance: Life (Term, Fixed & Variable Universal Life, Whole Life), Disability Income, Health, Medicare Supplements, Integrated MediComp (Group Health & Worker’s Compensation), and Long Term Care
(Authorized Agent for: Health Net, Blue Cross of California, Blue Shield, PacifiCare, California Choice and Kaiser Permanente)
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