Insurance and Financial ServicesEmployee BenefitsFinancial ServicesInsuranceInvestmentsLife InsuranceLong Term Care InsuranceRetirement Planning
8am-6pm By Appointment
Office Locations in Campbell, Fremont, San Mateo & San Francisco
My approach to helping clients understand their options and achieve their goals is what make my job so rewarding.
Every client is unique, so together we can develop a personalized approach that meets today's needs and tomorrow's as well.
I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement...more.
I enjoy helping individuals, families, businesses with the following:
Planning for the rest of your life...
The first thing that I do is help people with plans that their families can rely on when a parent dies or becomes disabled. Once that is done, I help with more pleasant financial planning.’I can help you with a Cash Value Life Insurance Policy!
I help clients understand their options for Long Term Care, Retirement, Child Gifting, & College Funding...
I can help you understand your options for Life Insurance that offer protection to your family. If every Spouse knew, what every Widow(er) knows, then there would be more life insurance in the household.
I can help with a good defense against unexpected events. As they say, " Good Defense wins games"
And… "bad things happen fast. Truly good things take time to develop."
Life insurance is showing someone you love them, even after you are gone.
I help my clients with tax advantages, as well, It’s more important then ever to keep what you earn !!!
- Life Insurance Protection Planning
- Long-term care insurance can pay for care & protect your lifestyle
- Investments & Annuities
- Retirment Planning & College Planning
- Employee Group Insurance Plans
- Phone: (669) 300-8161
- Send an Email