Saving on Life Insurance: Comparing Quotes and More Visalia CA

Life insurance isn’t a fun topic; we all know this. And I’m not going to try and trick you into believing that life insurance is the coolest thing you’ve ever spent money on, because, well, it’s not. Cars, books and in my case, shoes, are much cooler things to spend money on.

Ms. Karen A. Lindberg (RFC®), CFP
(559) 732-0232
128 E. Main Street
Visalia, CA
Company
Investment Centers of America, Inc.
Qualifications
Education: BA EconomicsCFPRFC
Years of Experience: 18
Membership
IARFC, FPA
Services
Invoice, Estate Planning, Portfolio Management, Pension Planning, Retirement Planning, Seminars Work, Employee Benefits, Stocks and Bonds, Mutual Funds, CD Banking, Annuities, Life Insurance, Long Term Care Insurance, Medical Insurance, Education Plan, Healthcare Accounts, BuySell, Compensation Plans

Data Provided by:
Miss Nancy M. Hairsine (RFC®), CFP
(925) 935-9064
1485 Treat Blvd. Ste. 202B
Wanut Creek, CA
Company
Lifetime Planning Advisors
Qualifications
Education: CFP
Years of Experience: 15
Membership
IARFC, FPA, NAIFA
Services
Invoice, Estate Planning, Portfolio Management, Retirement Planning, Seminars Work, Stocks and Bonds, Mutual Funds, Mortgage Loans, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Medical Insurance, Charitable Planning, Education Plan, Asset Protection, BuySell, Compensation Plans

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. Steven R. Kimes (RFC®), MBA
(916) 773-6250
2900 Tilden Dr
Roseville, CA
Company
Foresters Equity Services
Qualifications
Education: B.S. Business Major in Finance University of Idaho. MBA Boise State University
Years of Experience: 12
Membership
IARFC
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, personal Coach, Retirement Planning, Seminars Work, Mutual Funds, Annuities, Life Insurance, Long Term Care Insurance, Education Plan, Asset Protection, BuySell, Compensation Plans

Data Provided by:
Mr. Thomas K. Thorson (RFC®), CEP, CSA, LUTCF
(209) 522-0250
1101 Standiford Ave., Suite C-2
Modesto, CA
Company
Thorson Financial Estate Management, Inc.
Qualifications
Education: BA
Years of Experience: 23
Membership
IARFC, NAIFA
Services
Invoice, Estate Planning, Portfolio Management, Retirement Planning, Medicaid Planning, Tax Planning, Seminars Work, Employee Benefits, Stocks and Bonds, Mutual Funds, Mortgage Loans, CommOptions, CD Banking, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Medical Insurance, Group Insurance, Charitable Planning, Healthcare Accounts, Charitable Foundations, Asset Protection, Compensation Plans

Data Provided by:
Mr. Stanley H. Shawl (RFC®), CHFC, CLU, CSA, MSFS
(559) 798-0663
16867 Avenue 328
Visalia, CA
Company
Shawl Insurance Services
Qualifications
Education: BS, MSFS
Years of Experience: 49
Membership
IARFC, FPA, SFSP, NAIFA
Services
Invoice, Estate Planning, Business Planning, Retirement Planning, Employee Benefits, Mutual Funds, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Medical Insurance, Group Insurance, Auto Home Insurance, Charitable Planning, Education Plan, Healthcare Accounts, Charitable Foundations, Asset Protection, LiabCover

Data Provided by:
Mr. Stephen D. Gibbs (RFC®), CLU
(714) 465-3167
5152 Robinwood Drive
Huntington Beach, CA
Company
Mahalo Advisory Services, LLC
Qualifications
Education: BA Economics, California State University, Long Beach
Years of Experience: 15
Membership
IARFC, SFSP, NAIFA
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, Pension Planning, Retirement Planning, 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:
Gerry Moneypenny, RFC
2600 El Camino Real
Palo Alto, CA
Company
Title: Financial Advisor
Company: Foothill Securities
Type
Investment Advisor Rep: Yes
Education
U of Maryland- B.S.
Loyola College MBA Graduate Program- 1 year
Years Experience
Years Experience: 10
Service
Wealth Management,Retirement Planning,Real Estate Investment Planning,Annuity Ideas & Strategy Planning,Estate Tax Planning,Asset Protection Strategies & Planning,Pension for Highly Compensated Owners,Income for Life/ Preserve Principal,Annuities,Alternative Asset Class Planning,Investment Consulting & Allocation Design,Insurance & Risk Management Planning,Retirement Income Accumulation Planning,Wealth Engineering,IRA, 401k, Roth IRA, QDRO Rollovers,Life Insurance,Investment & Portfolio Manageme

Data Provided by:
Mr. Todd V. VanDenburg (RFC®), CEP, CSA
(707) 578-5800
2880 Cleveland Ave, Suite 3
Santa Rosa, CA
Company
VanDenburg Capital Management
Qualifications
Education: BS
Years of Experience: 9
Membership
IARFC, NAIFA, NICEP
Services
Invoice, Estate Planning, Portfolio Management, Retirement Planning, Seminars Work, Stocks and Bonds, Mutual Funds, CD Banking, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance

Data Provided by:
Mr. Thomas M. Reddemann (RFC®), CFP
(877) 225-5866
333 South Anita Drive #625
Orange, CA
Company
Orange Capital Management
Qualifications
Education: BS
Years of Experience: 22
Membership
IARFC, FPA, SFSP
Services
Invoice, Estate Planning, Portfolio Management, Pension Planning, Retirement Planning, Stocks and Bonds, Mutual Funds, CD Banking, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Medical Insurance, Education Plan, Healthcare Accounts, Compensation Plans

Data Provided by:
Data Provided by: