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        It is My Mission to Provide Superior Financial Products and Excellent, Caring Service to My Clients.

        General Info
        Since 1993, I have been assisting teachers with their 403(b) Plans (also known as a Tax Sheltered Annuity, or TSA for short). I also can advise you with other types of savings such as a Roth IRA, or College Planning and Life Insurance. I have experience with both Mutual Funds and Traditional Fixed or Equity-Indexed Annuities and can help you decide how best to allocate your savings.
        Extra Phones

        Fax: (661) 255-5809

        Categories
        Financial Planning Consultants, Annuities & Retirement Insurance Plans, Financial Planners, Financial Services, Mutual Funds, Retirement Planning Services

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        Details

        Phone: (888) 672-7686

        Address: PO Box 220909, Newhall, CA 91322

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