Shopping for Life Insurance Quotes for a Good Long-Term Plan Visalia CA

Financial planners are reminding Americans to plan on living a long life when it comes to retirement savings - something that also applies when it comes to shopping for life insurance quotes.

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:
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:
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:
Joseph Holley
4623 East Blue Bird Avenue
Orange, CA
Education
PennState
Years Experience
Years Experience: 40+
Service
Disability Insurance,Annuities,Annuity Ideas & Strategy Planning,Retirement Income Accumulation Planning,Medicare Planning,Life Insurance,Long-Term Health Care Planning,Retirement Income Distribution Planning,Health Care Insurance,Retirement Planning,Estate Tax Planning

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:
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:
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:
Steven Edwards
950 E. Katella Ave. Suite 7
Orange, CA
Company
Title: Investment Consultant
Company: Oakstone Wealth Management
Type
Registered Investor: Yes
Education
Mt. San Antonio College
Years Experience
Years Experience: 17
Service
401k Rollover From Employer,Income for Life/ Preserve Principal,Alternative Investments,Retirement Planning,Real Estate Investment Planning,Annuity Ideas & Strategy Planning,Retirement Income Accumulation Planning,Pension for Highly Compensated Owners,Stock Market Alternative,Wealth Management,Annuities,Alternative Asset Class Planning,Investment Consulting & Allocation Design,Retirement Income Distribution Planning,Life Settlements,IRA, 401k, Roth IRA, QDRO Rollovers,CD Alternative,Life Insuran

Data Provided by:
Mr. Kenneth A. Marinace (RFC®), CFP, CLU
(818) 846-8092
3811 W. Burbank Boulevard
Burbank, CA
Company
Comprehensive Financial Services
Qualifications
Years of Experience: 37
Membership
IARFC, SFSP
Services
Invoice, Estate Planning, Business Planning, Pension Planning, Retirement Planning, Tax Planning, Employee Benefits, Stocks and Bonds, Mutual Funds, Annuities, Life Insurance, Long Term Care Insurance, Medical Insurance, Charitable Planning, Charitable Foundations, Compensation Plans

Data Provided by:
Mr. Denis R. Wheatley (RFC®), MBA
(888) 399-8777
4737 Stonehedge Drive
Santa Rosa, CA
Company
Innovative Retirement Advisors, LLC
Qualifications
Education: UCLA:BA-EconomicsUCLA:MBA
Years of Experience: 38
Membership
IARFC
Services
Invoice, Estate Planning, Portfolio Management, Pension Planning, Executive Compensation Planning, Retirement Planning, Tax Planning, Seminars Work, Employee Benefits, Stocks and Bonds, Mutual Funds, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Medical Insurance, Group Insurance, Education Plan, Healthcare Accounts, Asset Protection, BuySell, Compensation Plans

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