Services

We have been working with certificated and classified public school employees since 2014. During that time, we have helped thousands of educators and staff with our Financial Planning 101 approach.

Educators deserve a noble and financially sound retirement and that means that part of everything you earn is yours to keep. Many school district employees have no idea what the teacher’s retirement system will provide to them. We help you do proper planning, so that retirement will be on your terms.

Using our Financial Planning 101 approach we perform a complete and thorough analysis of your retirement.  I am privileged to work with many school districts and thousands of school district employees across California.

Our goal is to help you retire with confidence and enjoy the lifestyle you want and deserve. We will explain tax-advantaged investment options available to you, help you establish a plan that leverages any retirement benefits you may earn. As your life changes, so will your plan. We will regularly review your plan and make adjustments as needed.

Life insurance is designed to protect your loved ones and ensure that they will not have to make hard decisions should the unexpected happen. By looking at your current and future needs, and how long you need it, we will help to identify the appropriate policy that fits.

According to the Administration on Aging, 70 % of people turning age 65 can expect to use some form of long-term care during their lives.

While traditional health insurance focuses on short term needs, long-term care insurance is designed to cover long-term services and supports such as personal care whether in home, a community organization, or other facility.