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.

James Flickinger
8313 La Mesa Blvd.
La Mesa, CA
Company
Company: LPL Financial
Type
Investment Advisor Rep: Yes
Education
University of Arizona /B.S.
University of Arizona/ J.D.
Years Experience
Years Experience: 26
Service
Retirement Planning,Real Estate Investment Planning,Annuity Ideas & Strategy Planning,Retirement Income Distribution Planning,Education Funding & Financial Aid Planning,Fee-Only Comprehensive Financial Planning,Annuities,Alternative Asset Class Planning,Investment Consulting & Allocation Design,Estate Tax Planning,Asset Protection Strategies & Planning,Hourly Financial Planning Engagements,Life Insurance,Investment & Portfolio Management,Long-Term Health Care Planning,Planning For Personal Finan

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. Joe P. Moore (RFC®), CHFC, CLU
(714) 663-1200
625 The City Drive South, #460
Orange, CA
Company
Financial Management Specialists
Qualifications
Education: BA Business/Psychology
Years of Experience: 33
Membership
IARFC, MDRT, FPA, AICPA, NAIFA, GAMA
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, 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, Charitable Planning, Education Plan, BuySell, Compensation Plans

Data Provided by:
Timothy Cartier
2582 Fletcher Pkwy
El Cajon, CA
Company
Title: Financial Advisor
Company: Cartier Financial Group
Years Experience
Years Experience: 30
Service
Retirement Planning,Investment Consulting & Allocation Design,Retirement Income Distribution Planning,Education Funding & Financial Aid Planning,Annuities,Long-Term Health Care Planning,Insurance & Risk Management Planning,Asset Protection Strategies & Planning,Life Insurance,Investment & Portfolio Management,Annuity Ideas & Strategy Planning,Retirement Income Accumulation Planning

Data Provided by:
Akshaya S. Sheth (RFC®), CHFC, CLU, LUTCF, MBA
(951) 369-5700
4017 Tenth Street
Riverside, CA
Company
Akshaya Sheth Insurance & Financial Services
Qualifications
Education: BS
Years of Experience: 23
Membership
IARFC, MDRT, FPA, SFSP
Services
Invoice, Estate Planning, Portfolio Management, Pension Planning, Retirement Planning, Stocks and Bonds, Mutual Funds, CommOptions, CD Banking, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Medical Insurance, Group Insurance, Charitable Planning, BuySell, Compensation Plans

Data Provided by:
David Levinson
18872 MacArthur Blvd
Irvine, CA
Company
Title: Registered Principal and Branch Manager
Company: Newport Coast Securities, Inc. Member FINRA/SIPC
Type
Investment Advisor Rep: Yes
Education
B.S. Business Saint Louis University
Years Experience
Years Experience: 30
Service
Life Settlements,Pension for Highly Compensated Owners,Stock Market Alternative,Wealth Management,Life Insurance,Investment & Portfolio Management,Long-Term Health Care Planning,Annuity Ideas & Strategy Planning,Planning For Personal Finances & Budgeting,Retirement Income Accumulation Planning,Business Income Tax Planning,Fee-Only Comprehensive Financial Planning,Fee Only Portfolio Management,Wealth Engineering,Mortgage Refinancing,IRA, 401k, Roth IRA, QDRO Rollovers,CD Alternative,Disability In

Data Provided by:
James Woyce
5121 North Ravine
Fair Oaks, CA
Company
Company: James Woyce, CPA
Service
IRA, 401k, Roth IRA, QDRO Rollovers,CD Alternative,Alternative Investments,Life Insurance,Annuity Ideas & Strategy Planning,Estate Tax Planning,Asset Protection Strategies & Planning,Hourly Financial Planning Engagements,401k Rollover From Employer,Income for Life/ Preserve Principal,Wealth Management,Medicaid,Retirement Planning,Planning For Personal Finances & Budgeting,Retirement Income Accumulation Planning,Individual Income Tax Planning,Pension for Highly Compensated Owners,Stock Market Alt

Data Provided by:
Bruce Cutting
413 Noth Central Ave.
Upland, CA
Service
Portfolio Engineering,High Yield Bank Accounts,401k Rollover From Employer,Income for Life/ Preserve Principal,Wealth Management,Medicaid,Life Insurance,Investment & Portfolio Management,Long-Term Health Care Planning,Annuity Ideas & Strategy Planning,Planning For Personal Finances & Budgeting,Retirement Income Accumulation Planning,Business Income Tax Planning,Fee-Only Comprehensive Financial Planning,Captive Insurance,Life Settlements,Pension for Highly Compensated Owners,Stock Market Alternat

Data Provided by:
Mrs. Sheila K.NIA (RFC®), CEP
(760) 723-9671
2502 Caps Way
Fallbrook, CA
Company
Long Term Insurance & Financial Services
Qualifications
Education: RFC 2007CEP 2006CEPP 1998 Life Agent 1995MIS 1992
Years of Experience: 15
Membership
IARFC, NICEP
Services
Invoice, Estate Planning, Pension Planning, Retirement Planning, Seminars Work, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Medical Insurance, Group Insurance, Healthcare Accounts, Asset Protection, Compensation Plans

Data Provided by:
Mr. James B. Scribner (RFC®), CFP, CLU, CSA
(951) 784-2670
1220 Via Vallarta
Riverside, CA
Company
Independent Financial Group, LLC
Qualifications
Education: BA, MS
Years of Experience: 33
Membership
IARFC, FPA
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, Pension Planning, Executive Compensation Planning, Retirement Planning, Seminars Work, Stocks and Bonds, Mutual Funds, CD Banking, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Medical Insurance, Charitable Planning, Healthcare Accounts, Charitable Foundations, BuySell, Compensation Plans

Data Provided by:
Data Provided by: