council members providing Medicare / Long Term Care Insurance, Annuities or Investments
 

Council members serve many areas in California. Click on the area links to the right, the map above, or scroll down to find help in your area.

 


Northern California: Del Norte, Siskiyou, Modoc, Lassen, Plumas, Butte, Glenn, Tehama, Shasta, Trinity, Humboldt, and Mendocino Counties

Sacramento Area: Sacramento, Amador, El Dorado, Placer, Nevada, Yuba, Sutter, and Yolo Counties

Greater San Francisco Bay Area: Sonoma, Napa, Solano, Contra Costa, Alameda, Santa Clara, San Francisco, and San Mateo Counties

Central California: San Joaquin, Calaveras, Alpine, Mono, Tuolumne, Inyou, Tulare, Kings, Fresno, Madera, Merced, and Stanislaus Counties

Monterey Bay Area: Monterey, Santa Cruz, and San Benito Counties

Santa Barbara / San Luis Obispo: Santa Barbara and San Luis Obispo Counties

Los Angeles Area: Los Angeles and Ventura Counties

Orange County: Orange County

Inland Empire: Riverside and San Bernadino Counties

San Diego Area: San Diego and Imperial Counties

San Diego Area Inland Empire Orange County Los Angeles Area Santa Barbara / San Luis Obispo Monterey Bay Area Central California Greater San Francisco Bay Area Sacramento Area Northern California
Medicare / Long Term Care Insurance, Annuities, Investments about these services
Northern California:  
   
 
 

Titus & Associates Mark Thompson

Titus & Associates offers a complete and vast array of professional investment services through our affiliation with Questar Capital Corporation. Let us help you create a balanced and personal approach to your financial planning and wealth management. I personally focus on explaining the various investment options clients have so they can be comfortable knowing they are making informed choices and that they understand what they are doing.
You can call us toll free at: (800) 627-1555

More about Titus & Associates | Contact Mark Thompson for Help & Information

Contact Mark Thompson
 
Sacramento Area:  
   
 
 

Titus & Associates Mark Thompson

Titus & Associates offers a complete and vast array of professional investment services through our affiliation with Questar Capital Corporation. Let us help you create a balanced and personal approach to your financial planning and wealth management. I personally focus on explaining the various investment options clients have so they can be comfortable knowing they are making informed choices and that they understand what they are doing.
You can call us toll free at: (800) 627-1555

More about Titus & Associates | Contact Mark Thompson for Help & Information

Contact Mark Thompson
 
Greater San Francisco Bay Area:  
  Sonoma, Napa, Solano, Contra Costa, Alameda, Santa Clara, San Francisco, and San Mateo Counties  
 
 

H. Beck Inc. Kevin D. Olison

Kevin D. Olison is a Financial Advisor Representative with H. Beck Inc. He specializes in working with pre-retirees and retirees, since 1993, and those about to retire who want to preserve their principal. He centers his business on advanced financial, estate and retirement planning from a net perspective. Kevin has assisted clients in a wide range of assignments effectively, efficiently, and with accuracy in helping people cut their taxes, avoid taxes on Social Security Income, avoid Estate Taxes, and preserve estate values. You can reach him at: (925) 855-3230

More about Kevin D. Olison | Contact Kevin Olison for Help & Information

Contact Kevin
 
Central California:  
  San Joaquin, Calaveras, Alpine, Mono, Tuolumne, Inyou, Tulare, Kings, Fresno, Madera, Merced, and Stanislaus Counties  
 
 

Titus & Associates Mark Thompson

Titus & Associates offers a complete and vast array of professional investment services through our affiliation with Questar Capital Corporation. Let us help you create a balanced and personal approach to your financial planning and wealth management. I personally focus on explaining the various investment options clients have so they can be comfortable knowing they are making informed choices and that they understand what they are doing.
You can call us toll free at: (800) 627-1555

More about Titus & Associates | Contact Mark Thompson for Help & Information

Contact Mark Thompson
 
Monterey Bay Area:  
  Monterey, Santa Cruz, and San Benito Counties  
 
 

We can provide you contact with various elder care services in the Monterey Bay area. Although this area is temporarily without a member to assist you we can still help you solve any concerns or problems you may have. Please contact the California Care Planning Council by clicking on the link below.

Click here to Request Assistance from the California Care Planning Council

 
 
Santa Barbara / San Luis Obispo:  
  Santa Barbara and San Luis Obispo Counties  
 
 

We can provide you contact with various elder care services in Santa Barbara and San Luis Obispo Counties. Although this area is temporarily without a member to assist you we can still help you solve any concerns or problems you may have. Please contact the California Care Planning Council by clicking on the link below.

Click here to Request Assistance from the California Care Planning Council

 
 
Los Angeles Area:  
  Los Angeles and Ventura Counties  
 
 

Your Estate Coach Susanne Miller

Susanne is the Director of the North Orange County / Northeast Los Angeles County Advisory Board, the Los Angeles County Downtown / Beverly Hills Advisory Board, and the Los Angeles County West LA / Long Beach Advisory Board with the California Care Planning Council (CaCPC).

Her Advisory Boards are designed to be a single source of eldercare providers & advisors who can help the public manage their specific needs and concerns. Some of their particular areas of expertise are: Elder Law, Home Healthcare, Estate Planning, Financial Services, Reverse Mortgages, Veterans Benefits, Medicare, and Real Estate, just to name a few.... You can reach her at: (714) 447-8564

More about Susanne Miller | Contact Susanne Miller for Help & Information

Contact Susanne Miller
 

Allegis Advisor Group D. Craig Rogers

Allegis Advisor Group provides the financial foundation for seniors (including veterans) to build on during their changing lives. We deliver comprehensive retirement solutions for those preparing for retirement and those who have achieved financial independence. We are concerned about you, your values and your goals in life. We want you to experience the value of having a long term relationship with a trusted advisor. The knowledge, experience and many resources we provide will help you develop a vision and action plan to achieve your financial goals. Call: (916) 941-3687

More about D. Craig Rogers | Contact D. Craig Rogers for Help & Information

D. Craig Rogers
 
Orange County:  
  Orange County  
 
 

Western Financial Planning Corporation Brian K Clark

Western Financial Planning Corporation provides a diverse range of investment options using a "boutique approach" that is unique to the industry. Using a broad focus, our philosophy enables us to meet the needs of our clients with customized products and services.
Call Brian at 949-350-7857

More about Western Financial Planning Corporation | Contact Brian K Clark for Help & Information

Contact Brian K Clark
 

California Long-Term Care Insurance Susan Berger Abrams, MHA

When planning for retirement, there are 3 risks that must be considered;1) Market Risk; 2) Longevity Risk; 3) Health Care Risk. All three risks introduce the same fear and anxiety and all 3 risks can be managed effectively. Susan has helped hundreds of families preserve their finances, dignity, and independence by helping them understand their long-term care planning options..
You can reach Susan at (949) 759-3529

More about California Long-Term Care Insurance | Contact Susan for Help & Information

Contact Susan Berger Abrams, MHA
 
Inland Empire:  
  Riverside and San Bernadino Counties  
 
 

HR Benefits Consulting, Inc Henry Romero

Turning 65? Already 65? Confused about MEDICARE and which plan better fits your needs? We take the confusion out of Medicare by evaluating your specific situation and needs and finding the "right": Product: Medicare Advantage Plan (Aetna, Blue Shield, SecureHorizons, HealthNet, Kaiser, Caremore, Molina...and more) Med-Sup or Medi-Gap: Anthem, HealthNet, Blue Shield... PDP: Drug plans. Call Henry toll free at 877-651-PLAN (7526)

More about HR Benefits Consulting, Inc | Contact Henry Romero for Help & Information

Contact HR Benefits Consulting, Inc
 
San Diego Area:  
  San Diego and Imperial Counties  
 
 

Long Term Care Insurance Services Jody Hubbard

Jody Hubbard Long Term Care Insurance Consultants are here to help you make your first step toward protecting your future. Please feel free to call me toll free at 866-944-3800. I will be delighted to answer all of your questions and help you with all of your long-term care insurance needs.

More about Long Term Care Insurance Services | Contact Jody Hubbard for Help & Information

Contact Jody Hubbard
 

Area Director & Asset Preservation Specialist Amos Johnson Southern San Diego Co.

As an Asset Preservation Specialist, Amos is committed to educating seniors on their Medi-Cal entitlements, Veterans disability pensions, and to providing solutions tailored to each individual's special needs with over 25 years of experience in financial & retirement planning. You can reach Amos at (619) 420-2460

More about Asset Preservation | Contact Amos Johnson for Help & Information

Contact Amos Johnson
 

Bankers Life and Casualty Company Margarita Rosa Pazmany-Byro, CLTC.

If you are like most people, it’s difficult to think about long-term care, especially when you are healthy and active. Yet now is actually the smart time to start planning for LTC- before you actually need it. Many of us have parent, or both who already needs help, and it is causing them, and us Financial Stress. My goal is to make sure that we don’t have this problem.
Contact me at: 619-540-6264

More about Bankers Life and Casualty Company | Contact Margarita for Help & Information

Contact Margarita Rosa Pazmany-Byro, CLTC.