BEING SMART WITH YOUR MONEY
FIS is an exclusive investment advisor currently licensed to serve CA but is not limited to CA.only. We are dually licensed and offer securities through Parkland Securities LLC, Broker/Dealer, Member FINRA and SIPC. We work with over 400 School Districts and Public Employees both city, state and government retirement plans. We can provide a Free Analysis that includes the PERS or STRS retirement projections. There are many ways to enhance retirement benefits and enhance tax savings. Many of the options may increase your payout at retirement.
We are licensed professionals with over 30 years of experience.
We are an independent broker that selects quality programs to suit your needs.
We provide ERISA/EPCU compliance workshops for schools or businesses to help them remain in compliance with the " Universal Availability Rules" imposed by the IRS at no charge to the employer.
A Member of: Small School Districts' Association and California Agricultural Teachers Assoc.
Ballesteros Family Insurance Services, 2190 Sombrero Dr. Los Osos, CA, 93402, Phone 805 772-9400
403b CAL STRS Compare
License #: 0f50028