Planning for the Golden Years Redding 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:
Paul Bonapart (RFC®), JD
(415) 927-2555
520 Tamalpais Drive, Suites 103 & 104
Corte Madera, CA
Company
Financial Security Planning Services, Inc.
Qualifications
Education: JD, RFC
Years of Experience: 20
Membership
IARFC
Services
Invoice, Estate Planning, Portfolio Management, Retirement Planning, Tax Planning, Stocks and Bonds, Mutual Funds, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Education Plan, Asset Protection, Compensation Plans

Data Provided by:
Mr. Simon Singer (RFC®), CFP
(818) 728-5961
4266 Valley Meadow Rd.
Encino, CA
Company
the Advisor Consulting Group
Qualifications
Education: CFP
Years of Experience: 43
Membership
IARFC, MDRT, FPA, AALU, NAIFA
Services
Invoice, Estate Planning, Business Planning, Pension Planning, Executive Compensation Planning, personal Coach, Retirement Planning, Tax Planning, Seminars Work, Family Offices, Mutual Funds, Annuities, Life Insurance, Business Coach, Charitable Foundations, Asset Protection, Compensation Plans

Data Provided by:
Phil Zaczek
1453 3rd Street
Santa Monica, CA
Company
Title: Vice-President Financial Advisor
Company: Morgan Stanley Smith Barney
Type
Investment Advisor Rep: Yes
Service
Portfolio Engineering,Pension for Highly Compensated Owners,Stock Market Alternative,Wealth Management,Annuities,Alternative Asset Class Planning,Annuity Ideas & Strategy Planning,Asset Protection Strategies & Planning,Fee Only Portfolio Management,Life Settlements,IRA, 401k, Roth IRA, QDRO Rollovers,CD Alternative,Life Insurance,Investment & Portfolio Management,Commission-Only Financial Planning (Full Disclosure),Retirement Income Accumulation Planning,Fee-Only Comprehensive Financial Planning

Data Provided by:
Mr. Mady A. Yehia (RFC®), CSA, EA
(818) 567-1595
522 North Glenoaks Blvd.
Burbank, CA
Company
Securitax Financial Services
Qualifications
Education: BS Accounting
Years of Experience: 19
Membership
IARFC, SCSA
Services
Invoice, Business Planning, Portfolio Management, Pension Planning, personal Coach, Retirement Planning, Tax Planning, Tax Returns, Seminars Work, Stocks and Bonds, Mutual Funds, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Medical Insurance, Group Insurance, Business Coach, Education Plan, Healthcare Accounts, LiabCover, Compensation Plans

Data Provided by:
Mr. Jared M. Stancliffe (RFC®), CSA
(661) 496-4995
14703 Merlot Cellars Dr
Bakersfield, CA
Company
Stancliffe Marketing, Inc.
Qualifications
Years of Experience: 15
Membership
IARFC, MDRT, NAIFA
Services
Invoice, Estate Planning, Retirement Planning, Seminars Work, Life Insurance, Disability Income Insurance, Asset Protection

Data Provided by:
Mr. Lawrence E. Creeden (RFC®), JD, MBA
P O Box 2634
Fullerton, CA
Qualifications
Education: BA Communications
California State University, Fullerton

MBA Taxation
Golden Gate University

JD Law
Western State University

Years of Experience: 31
Membership
IARFC, Bar
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, Pension Planning, Retirement Planning, Tax Planning, Tax Returns, Stocks and Bonds, Mutual Funds, Mortgage Loans, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Medical Insurance, Group Insurance, Education Plan, Healthcare Accounts, Asset Protection, BuySell

Data Provided by:
Chuck Hoffmann
11 Brassie Ct.
Novato, CA
Company
Company: Creative Insurance Planning
Education
San Francisco State University: BA
California State Hayward: Teaching Credential
University California Berkeley, Graduate Studies
Years Experience
Years Experience: 30
Service
Planning For Personal Finances & Budgeting,Retirement Income Accumulation Planning,Business Income Tax Planning,Pension for Highly Compensated Owners,Stock Market Alternative,Wealth Management,Life Insurance,Long-Term Health Care Planning,Insurance & Risk Management Planning,Retirement Income Distribution Planning,Education Funding & Financial Aid Planning,IRA, 401k, Roth IRA, QDRO Rollovers,CD Alternative,Health Care Insurance,Retirement Planning,Business Succession & Liquidation Planning,Estat

Data Provided by:
Mr. Jericho A. Reyes (RFC®), CEP
(916) 979-7885
3550 Watt Avenue
Sacramento, CA
Company
Advanced Financial Solutions
Qualifications
Education: BS Engineering
Years of Experience: 26
Membership
IARFC, NICEP
Services
Invoice, Estate Planning, Retirement Planning, Mortgage Loans, Annuities, Life Insurance, Long Term Care Insurance, Healthcare Accounts, Charitable Foundations

Data Provided by:
Richard Overdorff, CFP®
120 Vantis, Suite 300
Aliso Viejo, CA
Company
Company: Medallion West
Type
Investment Advisor Rep: Yes
Education
Penn State University MBA
Years Experience
Years Experience: 29
Service
IRA, 401k, Roth IRA, QDRO Rollovers,Wealth Management,Life Insurance,Investment & Portfolio Management,Annuity Ideas & Strategy Planning,Estate Tax Planning,Asset Protection Strategies & Planning,401k Rollover From Employer,Reverse Mortgage,Disability Insurance,Retirement Planning,Long-Term Health Care Planning,Planning For Personal Finances & Budgeting,Retirement Income Accumulation Planning,Fee Only Portfolio Management,Income for Life/ Preserve Principal,Alternative Investments,Annuities,Alte

Data Provided by:
Data Provided by: