Planning for the Golden Years Sacramento 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.

John Forney
1010 Hurley Way
Sacramento, CA
Company
Title: President
Company: J. M. Forney & Associates, Inc.
Type
Investment Advisor Rep: Yes
Education
Cal Poly - San Luis Obispo, Ca. - MBA
Years Experience
Years Experience: 17+
Service
Retirement Income Accumulation Planning,Fee-Only Comprehensive Financial Planning,Portfolio Engineering,IRA, 401k, Roth IRA, QDRO Rollovers,CD Alternative,Life Insurance,Investment & Portfolio Management,Long-Term Health Care Planning,Insurance & Risk Management Planning,Retirement Income Distribution Planning,Hourly Financial Planning Engagements,Fee Only Portfolio Management,401k Rollover From Employer,Income for Life/ Preserve Principal,Alternative Investments,Retirement Planning,Real Estate

Data Provided by:
Howie Pearsol
655 University Avenue
Sacramento, CA
Company
Company: First Allied Securities
Type
Registered Investor: Yes
Service
Investment Consulting & Allocation Design,Business Succession & Liquidation Planning,Estate Tax Planning,Asset Protection Strategies & Planning,Individual Income Tax Planning,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,Disability Insurance,Retirement Planning,Real Estate Inve

Data Provided by:
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:
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:
Mr. Michael W. Bunning (RFC®), CPA, CPAPFS
(916) 459-2190
6939 Sunrise Blvd Ste 120
Citrus Heights, CA
Company
Guardant Wealth Management
Qualifications
Education: B.S. - Business & Accounting w/ Honors from California Polytechnic (Cal Poly) State University @ San Luis Obispo.
Years of Experience: 22
Membership
IARFC, AICPA
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, Trustee Service, Pension Planning, Executive Compensation Planning, personal Coach, Retirement Planning, Tax Planning, Tax Returns, Seminars Work, Employee Benefits, Family Offices, Stocks and Bonds, Mutual Funds, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Group Insurance, Auto Home Insurance, Business Coach, Charitable Planning, Education Plan, Healthcare Accounts, Charitable Foundations, A

Data Provided by:
Mr. Robert K. Jennings (RFC®), CHFC, CLU, CSA
(916) 551-1887
1860 Howe Ave Ste 106
Sacramento, CA
Company
Fountainhead Wealth
Qualifications
Education: BBA,Univ of Wisconsin,Madison
Years of Experience: 33
Membership
IARFC
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, Pension Planning, Retirement Planning, Tax Planning, Seminars Work, Stocks and Bonds, Mutual Funds, Mortgage Loans, CD Banking, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Medical Insurance, Group Insurance, Charitable Planning, Education Plan, Compensation Plans

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:
Mr. Evan F. Cole (RFC®)
(916) 961-5553
8540 Nephi Way
Fair Oaks, CA
Company
Gateway Financial Advisors
Qualifications
Education: University of New Hampshire, BS, 1978
Years of Experience: 26
Membership
IARFC
Services
Invoice, Portfolio Management, Pension Planning, Executive Compensation Planning, Retirement Planning, Seminars Work, Mutual Funds, CD Banking, Annuities, Life Insurance, Long Term Care Insurance, Asset Protection

Data Provided by:
Jack Montgomery
9156 Winding Oak Drive
Fair Oaks, CA
Company
Company: Montgomery Financial Group
Education
San Jose State University 4 years
American College of Financial Services 4 years
CLU - CHFL
Service
IRA, 401k, Roth IRA, QDRO Rollovers,CD Alternative,Alternative Investments,Retirement Planning,Annuity Ideas & Strategy Planning,Retirement Income Accumulation Planning,401k Rollover From Employer,Income for Life/ Preserve Principal,Wealth Management,Annuities,Commission-Only Financial Planning (Full Disclosure),Retirement Income Distribution Planning,Wealth Engineering,Stock Market Alternative,Reverse Mortgage,Life Insurance,Alternative Asset Class Planning,Estate Tax Planning,Asset Protection

Data Provided by:
Luciano A. Bortoletto (RFC®), CEP, CSA, LUTCF, RHU
(916) 242-9311
7938 Auburn Oaks Village Ln.
Citrus Heights, CA
Company
Mutual of Omaha
Qualifications
Education: BS-Business Administration, CSU SacramentoLife Underwriters Training CouncilNumerous Company and Industry Educational & Training Courses
Years of Experience: 32
Membership
IARFC, NAIFA
Services
Invoice, Estate Planning, Business Planning, Executive Compensation Planning, Retirement Planning, Medicaid Planning, Seminars Work, Employee Benefits, Mutual Funds, Mortgage Loans, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Medical Insurance, Group Insurance, Charitable Planning, Education Plan, Healthcare Accounts, Charitable Foundations, Asset Protection, BuySell, Compensation Plans

Data Provided by:
Data Provided by: