Take advantage now with our unique leverage strategy typically used by the high net worth clients now available to professionals whose goals are family protection, wealth accumulation, and tax efficient retirement income.
A goal without a plan is just a wish...
Take advantage now with our unique leverage strategy typically used by the high net worth clients now available to professionals whose goals are family protection, wealth accumulation, and tax efficient retirement income.
Life is filled with uncertainties, retirement is no different. How do we plan for something when we don’t know what to expect? As a result of advances in modern technology and medicine, people nowadays are living longer. An increased life expectancy, in combination with an aging population, uncertainty surrounding government benefits and economic volatility are some of the factors forcing us to reconsider what it means to be financially secure in retirement. This longer lifespan is creating an increased need to manage longevity – the risk of outliving your money.
A lot of retirees don’t know how to deal with the distribution phase of retirement. People work hard to save and protect the lifestyle they love in retirement, but once they get to that point in their lives they need options. As your retirement planner, we will plan strategically with ways to convert your savings into retirement income.
If you are still in your wealth accumulation stage in life, we can also guide you with various financial tools to build, retain, and grow your retirement nest eggs...including Tax Efficient Retirement Income Plan.
We invite you to explore our comprehensive consulting services and get to know our professional, experienced, honest, and friendly team of agents. We promise not to just hand you a lifesaver, but instead, share our skills and knowledge wth you so that we become your life long lifesaver with you and your family.
Disclaimer
“Covered California,” “California Health Benefit Exchange”, and the Covered California Logo are registered trademarks or service marks of Covered California, in the United States.””
The website is owned and maintained by eHealth-Plans Inc., which is solely responsible for its content.
This site is not maintained by or affiliated with Covered California, and Covered California bears no responsibility for its content. The e-mail addresses and telephone numbers that appear throughout this site belong to eHealth-Plans Inc. and cannot be used to contact Covered California.
San Francisco Corporate HQ:
(Monday - Friday @10am - 4pm)
1550 Noriega St. Suite 100, SF CA 94122
Fremont Branch: (Tues - Friday)
42808 Christy St. Suite 112
Oakland Branch: (Mon / Thursday)
638 Webster St. Suite 420
San Jose Branch: (re-open 2025)
4320 Stevens Creek Blvd. Suite 191
Tel: 1-888-746-6688
415-661-3885
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