We provide assistance in the following areas:
Investments
- Common Stock
- Mutual Funds
- Corporate Bonds
- Government Securities
- Real Estate Investment Trust
- Fixed & Variable Annuity
- 529 Plans
- CDs
Financial Planning
- Adisory Brokerage Accounts
- Tax Plans
- Estate Plans
- College Plans
- Educational IRA
- Traditional IRA
- Roth IRA
- SEP IRA
- Simple IRA
- 401(k) Planning
- 403(b) Planning
- Money Purchasing Plans
- Profit Sharing Plans
Insurance
- Life Insurance
- Disability Income Insurance
- Long-Term-Care Insurance
John Almaguer CA Insurance License: 0B08687
Julie Shen CA Insurance License: 0I35341