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 L. Powell (RFC®), MBA
(415) 286-0445
185 San Leandro Way
San Francisco, CA
Company
Torrey Pines Securities, Inc.
Qualifications
Education: MBA The Wharton School, University of Pennsylvania
Years of Experience: 11
Membership
IARFC, FPA
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, Retirement Planning, Tax Planning, Seminars Work, Stocks and Bonds, Mutual Funds, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Charitable Planning, Education Plan, Asset Protection, Compensation Plans

Data Provided by:
Joshua Mosshart
2625 Townsgate Road Suite # 330
Westlake Village, CA
Company
Title: President
Company: Mosshart Wealth Management
Type
Investment Advisor Rep: Yes
Education
American College
National Association of Financial and Estate Planners
Institute of Business and Finance
Years Experience
Years Experience: 11
Service
Annuities,Alternative Asset Class Planning,Annuity Ideas & Strategy Planning,Planning For Personal Finances & Budgeting,Retirement Income Accumulation Planning,Fee-Only Comprehensive Financial Planning,Life Insurance,Investment & Portfolio Management,Investment Consulting & Allocation Design,Insurance & Risk Management Planning,Retirement Income Distribution Planning,Hourly Financial Planning Engagements,Health Care Insurance,Retirement Planning,Long-Term Health Care Planning,Business Succession

Data Provided by:
Mr. Reuben K. Chen (RFC®), CFP, CLU
(408) 435-1668
2635 N 1st Street, Ste. 204
San Jose, CA
Company
Wellspring Consulting Group
Qualifications
Education: BA
Years of Experience: 22
Membership
IARFC, FPA, NAIFA
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, Pension Planning, Executive Compensation Planning, Retirement Planning, Tax Planning, Employee Benefits, Mutual Funds, Annuities, Life Insurance, Long Term Care Insurance, Medical Insurance, Group Insurance, Charitable Planning, Education Plan, Charitable Foundations, BuySell, 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. 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:
Leonard "Biil" Fox
23052-H Alicia Pkwy., #464
Mission Viejo , CA
Company
Title: Financial Advisor
Company: Bill Fox Financial and Insurance Services, Inc.
Type
Investment Advisor Rep: Yes
Education
Santa Ana College - 3 years
Golden West College- 2 years
Years Experience
Years Experience: 18
Service
Disability Insurance,Annuities,Fee Only Portfolio Management,Alternative Asset Class Planning,Mortgage Refinancing,Commission-Only Financial Planning (Full Disclosure),IRA, 401k, Roth IRA, QDRO Rollovers,Insurance & Risk Management Planning,CD Alternative,Retirement Income Distribution Planning,Alternative Investments,Education Funding & Financial Aid Planning,Fee-Only Comprehensive Financial Planning,Life Insurance,Investment & Portfolio Management,High Yield Bank Accounts,Investment Consulting

Data Provided by:
Mr. Ray Day (RFC®), CFP
(301) 756-1700
990 W. 190th Street, #520
Torrance, CA
Company
Legacy Financial Group, LLC
Qualifications
Education: B.E.EM.A. - Psych
Years of Experience: 28
Membership
IARFC, FPA
Services
Invoice, Estate Planning, Portfolio Management, personal Coach, Retirement Planning, Tax Planning, Stocks and Bonds, Mutual Funds, Annuities, Life Insurance, Long Term Care Insurance

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:
Mark Thompson & David Venegas
2068 Talbert Drive, Suite 100
Chico, CA
Company
Title: Financial Advisors
Company: Titus & Associates
Education
BS, Business Administration & Finance, University of the Pacific
Years Experience
Years Experience: 7
Service
Education Funding & Financial Aid Planning,Wealth Engineering,401k Rollover From Employer,Income for Life/ Preserve Principal,Alternative Investments,Disability Insurance,Annuities,Alternative Asset Class Planning,Investment Consulting & Allocation Design,Business Succession & Liquidation Planning,Estate Tax Planning,Asset Protection Strategies & Planning,Fee-Only Comprehensive Financial Planning,Portfolio Engineering,Pension for Highly Compensated Owners,Stock Market Alternative,Wealth Manageme

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