
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