3244 Brookside Rd
Suite 140
Stockton, CA 95219

Experience Matters

We specialize in providing planning and guidance for those who are seeking a better lifestyle in retirement. Whether you have a retirement nest egg of five million or $50,000, we can help you make sure it works as hard and as smart as you did in earning and saving it. If you’re typical, your retirement could last as long as 30 years and you simply cannot afford to make mistakes with your retirement money and run the risk of ruining your lifestyle during your leisure years. We have helpe... Learn More

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Insurance

Insurance transfers the financial risk of life's events to an insurance company. A sound insurance strategy can help protect your family from the financial consequences of those events. A strategy can include personal insurance, liability insurance, and life insurance.

Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

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Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

Protecting Your Home Against Flood Loss

Protect yourself against the damage that your homeowners policy doesn’t cover.

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

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Keeping Summer Safe: Pool and Spa Safety Tips

Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.

Insurance Needs Assessment: When You're Young and Single

Even if you’re young and single, you should still consider protecting yourself.

Understanding Homeowner’s Insurance

Purchasing homeowners insurance is critical for protecting your home.

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Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

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