BE SMART WITH YOUR MONEY-Have a Plan!
Our office is dually licensed and offer securities through Parkland Securities LLC, Broker/Dealer, Member FINRA and SIPC and a variety of other insurance providers though our Agency. We have worked with hundreds of 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, tax savings and resource tax management strategies. 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 do no charge fees for consultation and advising. Please give us a chance to earn your business.
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.
A Member of: California Agricultural Teachers Association
Quick Link to:
Agency Number: OE22534