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Preparing for the Golden Years Visalia CA

Most Boomers don't realize the need for late-life planning until faced with caring for aging parents. But with the average cost of nursing home care climbing upwards of $50,000 to $55,000 a year according to experts, only forethought and preparation can help ensure a healthy, secure life during the golden years and beyond.

BEN-E-LECT
(888) 886-7973
P.O.Box 7809
Visalia, CA
 
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:
Steve Angelo
2259 Chateaux Way
Corona, CA
Company
Title: Financial Advisor
Company: Preferred Benfits Services
Years Experience
Years Experience: 20+
Service
Pension for Highly Compensated Owners,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,Mortgage Refinancing,IRA, 401k, Roth IRA, QDRO Rollovers,Reverse Mortgage,Medicare Planning,Health Care Insurance,Retirement Planning,Real Estate Investment Planning,Commiss

Data Provided by:
Kathy Steinbrecher, CFA
1850 Mount Diablo
Walnut Creek, CA
Company
Company: LPL Ffinancial
Type
Investment Advisor Rep: Yes
Registered Investor: Yes
Education
University of California, Berkeley
Years Experience
Years Experience: 18
Service
Portfolio Engineering,High Yield Bank Accounts,401k Rollover From Employer,Income for Life/ Preserve Principal,Wealth Management,Health Care Insurance,Retirement Planning,Real Estate Investment Planning,Commission-Only Financial Planning (Full Disclosure),Insurance & Risk Management Planning,Retirement Income Distribution Planning,Education Funding & Financial Aid Planning,Fee-Only Comprehensive Financial Planning,Captive Insurance,Life Settlements,Pension for Highly Compensated Owners,Stock Mar

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:
Douglas Grills
8975 Lawrence Welk Park Drive
Escondido, CA
Service
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,Medicare Planning,Health Care Insurance,Retirement Planning,Real Estate Investment Planning,Commission-Only Financial Planning (Full Disclosure),Insurance & Risk Management Planning,Retirement Income Distribution Planning,E

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:
John Harcar
1400 Bristol St. No.
Newport Beach, CA
Company
Title: LPL Registered Principal
Company: Asset Plan Partners
Type
Investment Advisor Rep: Yes
Service
IRA, 401k, Roth IRA, QDRO Rollovers,Medicare Planning,Life Insurance,Investment & Portfolio Management,Investment Consulting & Allocation Design,Planning For Personal Finances & Budgeting,Retirement Income Accumulation Planning,Fee-Only Comprehensive Financial Planning,401k Rollover From Employer,Alternative Investments,Health Care Insurance,Retirement Planning,Long-Term Health Care Planning,Insurance & Risk Management Planning,Retirement Income Distribution Planning,Hourly Financial Planning En

Data Provided by:
Lucille Shaw
2244 Faraday Ave
Carlsbad, CA
Company
Company: Finances For Life, LLC
Type
Investment Advisor Rep: Yes
Education
University of Illinois - BS Medical Laboratoy Sciences
Keller Graduate School of Management - MBA
Years Experience
Years Experience: 15
Service
Pension for Highly Compensated Owners,Stock Market Alternative,Alternative Investments,Health Care Insurance,Retirement Planning,Real Estate Investment Planning,Annuity Ideas & Strategy Planning,Planning For Personal Finances & Budgeting,Retirement Income Accumulation Planning,Individual Income Tax Planning,Portfolio Engineering,IRA, 401k, Roth IRA, QDRO Rollovers,Wealth Management,Disability Insurance,Annuities,Alternative Asset Class Planning,Investment Consulting & Allocation Design,Insurance

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

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