CALL ME TODAY: 760.579-1406 OR EMAIL: SANDRA@SECURERETIREMENTANDESTATE.COM CA Insurance License #4142527 FRC #1774

Services

I am here to make sure that you stay on track with your investment goals now and in the future.

The range of options in portfolio management can be overwhelming for anyone, no matter your range of income. That’s why choosing a financial advisor can empower you with the knowledge that you need surrounding different investment options, from Roth IRAs to 401ks and more. Get the help you need to find financial security for your future.

Financial Planning

Simple changes can make a lasting impact on your more immediate financial goals, and I can help you get there.

You may be wondering how to approach a home refinance, or perhaps you’re looking for the right ways to save for your first home purchase. No matter your stage of life, I have a support team on hand to help provide you with the financial planning that you need to see your goals through to success.

Estate

Creating estate plans to help manage your wealth and pass it on wisely are simplified and maximized.

I am here to help you make the right shifts in property and estate ownership and management. This is so your wealth finds its intended inheritors and doesn’t suffer from ignorance to the nuances of related financial codes. Or, even for the more financially savvy, I make estate management as smooth and easy as possible, so that you can enjoy the sense of knowing where all of your money is really going.

Retirement

Living long and living well are excellent goals; having the ideal retirement savings plan can help you maximize those goals in the long run for you and your families secure future

I am here to help assist you in sifting through retirement options to understand the route and timeline that’s right for you. Knowing when you want to retire, and understanding your current financial trajectory, can help put into perspective the very real financial goals and milestones to help you achieve your retirement plans.