Since Qualified Plans (401k, 403b, SEP IRA, IRA's) do not receive a step-up in tax basis when transferred upon death, our Distribution Solution can provide a 30-40% discount on taxable distribution and eliminate future taxes.

Fixed annuities may help your savings grow faster because you don’t pay income taxes on the money in your contract until you take a withdrawal. Fixed annuities also are unique in that they can provide guaranteed lifetime income.

The cost of long-term care can be expensive, and the costs generally continue to rise.  This is why it’s so important to plan for care before you might need it and we offer several options to help you get started.

What if you could lock in your market gains and avoid unanticipated market losses?  If this sounds too good to be true, then we need to share with you why our Indexing Strategies are an investor's best friend.

Life is unpredictable. You never know what's around the corner. LegalShield gives you the confidence of knowing whatever comes your way, your provider law firm is there when you need it. Putting a Big law firm to work for you is easy…without the big bill.

Contact Us

1516 Oak Street, #218
Alameda, CA 94501


Phone: 510-749-6759
Fax: 510-749-7031

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