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             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 Insurance,  Survivor Benefits Plans, Health Care,  Long Term Care, Medicare Supplement Plans, Annuities, Mutual Funds, and Retirement Plans.

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

License: 0f50028,0596320

Agency Number: OE22534

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