760-951-9250

Products

There are many financial products in the market, and so choosing the ones that best meet your needs can be complicated. That’s where I can help. I can offer professional financial advice to help you choose only those products that meet your current and future goals.

I aim to help you make informed decisions about the products in your portfolio. To do this, after meeting to discuss your needs, I draw on a comprehensive suite of products and services to find those that address your unique situation.

Invest

Investments can play a key role in any financial plan. For individuals, a mix of investment products, income and pension plans can help achieve short- and long-term goals.  This is NOT jut for Employees but also Individuals looking to invest, save and benefit from.

Individuals will benefit greatly on this as well as Employers

For Individuals, I can offer advice on savings and what plan best suits your needs.

For employers, I can offer advice on savings and pension plans.

  • 401 (k) retirement plans and Individual Retirement Accounts
  • 529 qualified tuition plans
  • Certificates of Deposit
  • U.S. Treasuries Securities
  • Group retirement and savings plans

Insure

As much as we try to prepare for them, tragic events like death, disability or critical illness sometimes strike. When faced with such a situation, insurance can protect policy holders and their families from undue hardship. For this reason, a variety of insurance coverage is essential to any comprehensive financial plan.

Insurance planning is best when tailored to fit its owner’s personal situation: whether designed for a single person or family; professional or seasonal employees; executive or small business owner, everyone can benefit from an appropriately customized plan.

  • Life
  • Long-term care, disability and critical illness
  • Health and dental
  • Group health benefits

Manage

Along with the protection offered through insurance and the goal setting provided by investment choices, money management strategies can help manage savings on a daily basis.

From mortgage payments to tax savings, a strategy for managing money effectively involves a consideration of individual contexts.

  • Saving
  • Tax Planning
  • Succession Planning
  • Mortgages
  • Financial Planning for Business Owners
  • Business Succession Planning

Securities and Advisory Services offered through Cetera Advisors LLC (doing insurance business in CA as CFGA Insurance Agency), member FINRA, SIPC.

7315 SVL Box, Victorville, California 92395 United States

Insurance License #063716

This site is published for residents of the United States only. Financial Advisors of Cetera Advisors LLC, may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Advisors LLC site at www.ceteraadvisors.com.

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