CONNECT

Address:

900- Fulton Ave., Suite 100-8
Sacramento, CA 95825

Phone:

916.446.7099

Fax/Other:

916.444.0045

Videos

One survey found that 48% of current retirees had to retire earlier than they expected.

Source: Employee Benefit Research Institute, 2018

These engaging, short animations focus on a variety of financial topics and illustrate key financial concepts and current events. Choose any of the videos below and then click the start arrow to watch.

  • The Retirement Income Factor

    The Retirement Income Factor

    How much money will you bring to retirement?

  • Protecting Your Dependents with Life Insurance

    Protecting Your Dependents with Life Insurance

    Term or whole life? Just be sure you have adequate coverage.

  • What Would Happen to Your Estate?

    What Would Happen to Your Estate?

    Estate planning documents can help you manage your estate.

  • What Is An Annuity?

    What Is An Annuity?

    Immediate or deferred annuity: there's no right answer.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck