New Financial Service Partnership

Dear Client; As we have met with many clients over the years, we recognized that some of them wanted or needed investment services that were outside our scope of expertise. In the past, when a client expressed interest in portfolio management we did not have a satisfactory solution to offer them and, noticed that many…

3 things to know about retiree health coverage 1. Find out if you can continue your employer coverage after you retire. Generally, when you have retiree coverage from an employer or union, they control this coverage. Employers aren’t required to provide retiree coverage, and they can change benefits or premiums, or even cancel coverage. 2.…

Dear Clients; As we have met with many clients over the years, we recognized that some of them wanted or needed investment services that were outside our scope of expertise. In the past, when a client expressed interest in portfolio management we did not have a satisfactory solution to offer them and, noticed that many…

When the single payer bill, SB 562, (Lara/Atkins), was introduced last month, the bill was a really just a short statement which had little information about how the legislation was to be implemented.　 Last week, it was amended with more substantial details.　 This legislation attempts to promise all healthcare services to be available ”free’ to…

Click here for a life insurance quote See how easy and affordable it is to get your family protected.

AARP, Anthem, and other carrier are now offering plan G in our area at attractive rates. Everyone loves plan F because of the no deductible, no co-pay structure. What many don’t like is the price. Check in and lets look at the options you may find attractive with Plan G or the Deductible version of…