Financial Planning for Seniors
I am a Certified Retirement Financial Advisor working exclusively with Seniors in the San Diego Community. I am a Specialist in Retirement Income Planning & Defensive Asset Allocation Planning. For almost 20 years, I have helped seniors to redesign their portfolios so they will not run out of money. I have also helped them to increase their monthly income and to reduce their taxes drastically.
For more information and a free 1 hour consultation, feel free to call me at (858) 278-4244. Visit my website at
www.safenestegg.com and download free monthly reports.
We are conveniently located just 2 minutes from Qualcomm Stadium.
STRATEGIC ASSET PLANNING
Strategic Asset Planning helps seniors utilize their Insurance Capacity to maximize their assets for retirement planning at no cost. Enjoy your retirement years with extra money or leave something behind for your children or grandchildren. Let us show you how easy it is to leverage this very much unused asset that everyone 68-90 has and most do not even know about. Simply contact our agency to receive a FREE consultation. There is NO COST and NO OBLIGATION. Most of my business is conducted throughout Central and Northern California. Not available in all states. DAVID FAGUNDES - 925-586-6125 Strategic Asset Planning Representative