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:
Robert Stoddard (RFC®)
(949) 218-9036
30448 Rancho Viejo, #189
San Juan Capistrano, CA
Company
The Stoddard Group, Inc.
Qualifications
Education: Robert Stoddard II is the Founder and President of The Stoddard Group, Inc. – and elite Estate Planning firm based in Orange County, California. Mr. Stoddard is a Registered Financial Consultant and a member of the National Ethics Bureau, and his firm ma
Years of Experience: 14
Membership
IARFC
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, Trustee Service, Pension Planning, Executive Compensation Planning, Retirement Planning, Medicaid Planning, Tax Planning, Seminars Work, Employee Benefits, Family Offices, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Medical Insurance, Group Insurance, Business Coach, Charitable Planning, Education Plan, Healthcare Accounts, Charitable Foundations, Asset Protection, BuySell, LiabCover

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:
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:
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. 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:
Thomas W. Patston (RFC®), CEP
(530) 532-2300
14545 McElroy Road Ste B
Auburn, CA
Company
Resource One Consulting Froup, LLC
Qualifications
Education: Associates Degree Paralegal StudiesBachelors of Science in Financial PlanningMasters of Science in Business LawBachelors of Science in Law
Years of Experience: 29
Membership
IARFC, Bar, NICEP
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, Executive Compensation Planning, Retirement Planning, Medicaid 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, Healthcare Accounts, Asset Protection, BuySell, Compensation Plans

Data Provided by:
Jean Showalter (RFC®), CHFC, LUTCF
(909) 798-5318
308 E. Citrus Avenue
Redlands, CA
Company
State Farm Insurance
Qualifications
Education: BS
Years of Experience: 10
Membership
IARFC
Services
Invoice, Business Planning, Retirement Planning, Mutual Funds, Mortgage Loans, CD Banking, Annuities, Life Insurance, Long Term Care Insurance, Medical Insurance, Auto Home Insurance, Healthcare Accounts, LiabCover

Data Provided by:
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:
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

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