INVESTMENT PLANNING AND BENEFITS DEPARTMENT

INCLUDED IN OUR FULL SERVICE AGENCY IS OUR GROUP INSURANCE, AND INVESTMENT PLANNING DEPARTMENT. OUR INVESTMENT ADVISOR REPRESENTATIVE, JON DAVIS, COMPLIMENTS OUR COMPANY WITH HIS KNOWLEDGE AND MARKET AVAILABILITY. WE ARE PROUD OF OUR EXPERTISE IN THIS FIELD.

 

PRODUCT LINE

  • Estate Planning
  • Retirement Planning
  • Employee Benefits (Group Medical, 401K, Pension Plans)
  • Mortgage Protection
  • Long Term Care
  • Annuities
  • Asset Management Services

MEMBERSHIP

  • California Life Underwriters
  • Professional Insurance Agents Association of California



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