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.

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:
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. Ray Day (RFC®), CFP
(301) 756-1700
990 W. 190th Street, #520
Torrance, CA
Company
Legacy Financial Group, LLC
Qualifications
Education: B.E.EM.A. - Psych
Years of Experience: 28
Membership
IARFC, FPA
Services
Invoice, Estate Planning, Portfolio Management, personal Coach, Retirement Planning, Tax Planning, Stocks and Bonds, Mutual Funds, Annuities, Life Insurance, Long Term Care Insurance

Data Provided by:
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:
Atwal Insurance
(559) 579-7981
Butler Ave
Fresno, CA
 
Prudential
(559) 432-3005
7111 N Fresno St #140
Fresno, CA
 
Mr. Edward Dee Hinds (RFC®), CFP, CHFC, CLU, LUTCF
(805) 239-7443
1446 Spring St Ste 205
Paso Robles, CA
Company
Hinds Financial Group, LLC
Qualifications
Years of Experience: 28
Membership
IARFC, MDRT, FPA, SFSP, NAIFA
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, Trustee Service, Pension Planning, Executive Compensation Planning, Retirement Planning, Seminars Work, Employee Benefits, Stocks and Bonds, Mutual Funds, CD Banking, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Medical Insurance, Group Insurance, Charitable Planning, Education Plan, Healthcare Accounts, Asset Protection, BuySell, Compensation Plans

Data Provided by:
Jim Patsch
6519 Herdon Place
Stockton, CA
Company
Company: Patsch & Associates
Type
Investment Advisor Rep: Yes
Years Experience
Years Experience: 20+
Service
IRA, 401k, Roth IRA, QDRO Rollovers,Medicare Planning,Annuities,Annuity Ideas & Strategy Planning,Retirement Income Accumulation Planning,401k Rollover From Employer,CD Alternative,Life Insurance,Long-Term Health Care Planning,Retirement Income Distribution Planning,Pension for Highly Compensated Owners,Income for Life/ Preserve Principal,Disability Insurance,Retirement Planning,Business Succession & Liquidation Planning,Asset Protection Strategies & Planning

Data Provided by:
Data Provided by: