Broker Check


 
4700 Spring Street
Suite 308 
La Mesa, CA 91942

619.303.0080

Products & Services

We provide assistance in the following areas:

Investments

  • Traditional IRA
  • Roth IRA
  • Brokerage Accounts
  • College Savings:  529, Coverdel, UTMA
  • Variable Annuity
  • Mutual Funds
  • Exchange Traded Funds (ETFs)
  • Unit Investment Trusts (UITs)

Financial Planning

  • Retirement Plans
  • Estate Plans
  • Educational/College Plans
  • Tax Strategies
  • 401(k) Planning
  • 403(b) Planning

Insurance

  • Life Insurance
  • Long-Term-Care Insurance
  • Disability Income Insurance
  • Annuities
  • Buy/Sell Agreements

Small Business Retirement Plans

  • Simple IRA
  • SEP IRA
  • 401(k)
  • 403(b)
  • Defined Benefit