SERVICES OFFERED:

Family Insurance Services, 2190 Sombrero Dr.,   Los Osos,  CA,  93402,  Call 800 549-7476 

 

  • Tax management strategies 

 

  •  Review recent tax law changes that may effect your retirement plan

 

  •  Enhancing your income benefits from STRS, PERS retirement plans,

 

  •  PERS or STRS Retirement Analysis and other tax advantaged alternatives.

 

  •  529 College Funding and Tax Deferred benefits.

 

  •  Disciplined Savings Programs that are very effective in building wealth

 

  • Retirement planning for Businesses and Individuals, repositioning 401(k) plans

 

  •  Life,  Survivor Benefits Plans, Health,  Long Term Care and Medicare Supplement insurance plansTitle.

A Member of: Small School Districts'  Association and California Agricultural Teachers Association

Securities offered through Parkland Securities Company, LLC - Member FINRA / SIPC

Ballesteros Family Insurance Services is Independent of Parkland Securities, LLC.

License #: 0f50028