Planning for the Golden Years Fresno CA

Gone are the days of Betty Freidan’s Feminine Mystique. Today, 61 percent of married women bring home a paycheck compared to only 23 percent in 1959. But on average, women still earn less than men, spend less time in the workforce and receive fewer retirement benefits.

Mr. Martin McCann (RFC®), CHFC, CSA, LUTCF
559 226 4546 x11
5150 N. 6th St. #132
Fresno, CA
Company
One America Financial
Qualifications
Education: Bachelor of Science in Business Administration
Years of Experience: 16
Membership
IARFC, NAIFA
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, Pension Planning, Executive Compensation Planning, Retirement Planning, Tax Planning, Tax Returns, Seminars Work, Employee Benefits, Stocks and Bonds, Mutual Funds, Annuities, Life Insurance, Medical Insurance, Group Insurance, Charitable Planning, Healthcare Accounts, Charitable Foundations, Asset Protection, BuySell, Compensation Plans

Data Provided by:
John F. Williamson Insurance Services
(559) 243-1833
5070 N Sixth St #187
Fresno, CA
 
Affinity Financial Insurance Services, Inc.
(559) 432-0202
1255 E. Nees, Ave., Suite B
Fresno, CA
 
New York Life
(559) 447-3900
7112 N. Fresno Street., #300
Fresno, CA
 
Mr. Wornel Simpson (RFC®), LUTCF
(916) 503-3196
821 Hawkcrest Circle
Sacramento, CA
Company
FSC Securities Corp
Qualifications
Education: BA
Years of Experience: 30
Membership
IARFC, FPA, NAIFA
Services
Invoice, Estate Planning, Business Planning, Pension Planning, Retirement Planning, Tax Planning, Stocks and Bonds, Mutual Funds, Annuities, Life Insurance, Charitable Planning

Data Provided by:
Kim Short
6526 North Chance Ave.
Fresno, CA
Company
Company: Shawna Short
Type
Investment Advisor Rep: Yes
Service
Fee Only Portfolio Management,Income for Life/ Preserve Principal,Disability Insurance,Annuities,Alternative Asset Class Planning,Commission-Only Financial Planning (Full Disclosure),Retirement Income Distribution Planning,Education Funding & Financial Aid Planning,IRA, 401k, Roth IRA, QDRO Rollovers,Wealth Management,Life Insurance,Investment & Portfolio Management,Investment Consulting & Allocation Design,Business Succession & Liquidation Planning,Asset Protection Strategies & Planning,Fee-Onl

Data Provided by:
Atwal Insurance
(559) 579-7981
Butler Ave
Fresno, CA
 
Prudential
(559) 432-3005
7111 N Fresno St #140
Fresno, CA
 
Michael Beron
11545 West Bernardo Court
San Diego, CA
Company
Title: Financial Advisor
Company: Wells Fargo Advisors, LLC
Education
San Diego State University
Service
Fee Only Portfolio Management,Wealth Engineering,IRA, 401k, Roth IRA, QDRO Rollovers,Wealth Management,Life Insurance,Investment & Portfolio Management,Annuity Ideas & Strategy Planning,Planning For Personal Finances & Budgeting,Retirement Income Accumulation Planning,Business Income Tax Planning,Portfolio Engineering,401k Rollover From Employer,CD Alternative,Disability Insurance,Retirement Planning,Investment Consulting & Allocation Design,Insurance & Risk Management Planning,Retirement Income

Data Provided by:
Alexander Sordia
20501 Ventura Blvd
Woodland Hills, CA
Service
Business Succession & Liquidation Planning,Estate Tax Planning,Asset Protection Strategies & Planning,Wealth Engineering,IRA, 401k, Roth IRA, QDRO Rollovers,Individual Income Tax Planning,Wealth Management,Life Insurance,Investment & Portfolio Management,Annuity Ideas & Strategy Planning,Planning For Personal Finances & Budgeting,Retirement Income Accumulation Planning,Portfolio Engineering,401k Rollover From Employer,Business Income Tax Planning,Income for Life/ Preserve Principal,Health Care I

Data Provided by:
Data Provided by: