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 / Coachella Valley: 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:  
   
 
 

Choice Mutual - Serving all of California

Choice Mutual is an independent agency that specializes in burial and final expense insurance. We have access to many highly rated insurance companies, so we can find you which one will offer you the best deal. We have no special affiliation with any particular insurer. YOU our our objective, and we will work hard to make sure you pay the least amount for your policy. You can reach us toll free at (800) 644-2926

About Choice Mutual | Contact Choice Mutual for Help and Information

Choice Mutual
 
Sacramento Area:  
   
 
 

We can provide you contact with various elder care services in the Sacramento 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

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

Napa Financial Strategies
Kathryn L. Fitzgerald, MS CFP Financial Services Representative
CA insurance lic # 0A40771

Kathryn L. Fitzgerald is a financial planner with Napa Financial Strategies and Insurance Services. Kathy offers full service, comprehensive financial and retirement income planning and is committed to helping her clients improve their long-term financial success and achieve their financial goals. Her customized programs are designed to grow, protect, and conserve clients' wealth by delivering a high level of personalized service and expertise. You can reach Kathyrn at: (707) 257-1545

About Napa Financial Strategies | Contact Kathryn L. Fitzgerald for Help & Information

Financial Strategies
 

Edward Jones Investments - Mark Dunn, AAMS® CRPC® CRPS®

As an Edward Jones financial advisor, I believe it’s important to invest my time to understand what you’re working toward before you invest your money. It's also important to understand the level of risk you're comfortable accepting when investing so we can balance it with the steps necessary to reach your long-term goals. Whether you're planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones you care for the most, we can work together to develop specific strategies to help you achieve your goals. We can also monitor your progress to help make sure you stay on track or determine if any adjustments need to be made. Throughout it all, we're dedicated to providing you top-notch client service. You can reach me at: (707) 576-1518

About Edward Jones Investments | Contact Mark Dunn for Help & Information

Retirement Planning
 

Plenaris Advisory - Eva Levine, JD, CFP, RIA

Plenaris Advisory, with Eva L. Levine as Principal, offers comprehensive financial planning services to individuals, families and businesses that include estate planning, as well as retirement, long term care, investment, healthcare, and college planning. Our mission is to provide an integrated and holistic approach to financial planning that helps our clients create, manage and preserve their wealth. We work closely with our clients in a collaborative manner to ensure that their best interests are served. Please contact us at 408-293-1888

About Plenaris Advisory | Contact Eva Levine for Help & Information

Plenaris Advisory
 

Mason Finance Inc - Felix Steinmeyer

Mason Finance was founded on the idea that access to the right information and excellent financial services has no retirement date. Everyone, regardless of age, deserves honest financial products that are designed for them. We have a passion for technology but an even deeper desire to help people get more out of their lives. Living longer is one of our greatest accomplishments but millions of people aging in poverty threatens its legacy. We're spreading the word about the option to sell your life insurance because we know that many people surrender or lapse their policies without the knowledge of a life settlement. This keeps us up at night. You can reach us toll-free at: (888) 493-9676

About Mason Finance Inc | Contact Felix Steinmeyer for Help & Information

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

We can provide you contact with various elder care services in Central California. 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

 
 
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  
 
 

Nancy Levin, CLTC Long Term Care & Medicare Insurance Agent | NIPR# 7615482

My mission is to help educate as well as protect consumers from the potentially significant financial and psychological costs of needing long-term care. It is my goal to help families and individuals make well-informed choices when it comes to protecting their financial future. Not everyone realizes that in general, long-term care insurance must be obtained before they become uninsurable or before they reach a point in their lives where long-term care becomes necessary. I am committed to helping you and your loved-ones make your own well-informed choices regarding this complex subject while you are still active and healthy enough to act. You can reach Nancy at: (805) 569-5051

More about Nancy Levin, CLTC | Contact Nancy Levin for Help & Information

Nancy Levin, CLTC
 
Los Angeles Area:  
  Los Angeles and Ventura Counties  
 
 

MedicareFAQ - Lindsay Engle

At MedicareFAQ, we provide free education & resources to new Medicare beneficiaries. Our goal is to be your one and only Medicare resource. Whether you're looking for Original Medicare, Medigap or Prescription Drug Plans, we'll guide you step by step to make sure you get the Medicare coverage you paid into your entire working life.

You can reach us at: (707) 576-1518

About MedicareFAQ | Contact Lindsay Engle for Help & Information

MedicareFAQ
 

Nancy Levin, CLTC Long Term Care & Medicare Insurance Agent | NIPR# 7615482

My mission is to help educate as well as protect consumers from the potentially significant financial and psychological costs of needing long-term care. It is my goal to help families and individuals make well-informed choices when it comes to protecting their financial future. Not everyone realizes that in general, long-term care insurance must be obtained before they become uninsurable or before they reach a point in their lives where long-term care becomes necessary. I am committed to helping you and your loved-ones make your own well-informed choices regarding this complex subject while you are still active and healthy enough to act. You can reach Nancy at: (805) 569-5051

More about Nancy Levin, CLTC | Contact Nancy Levin for Help & Information

Nancy Levin, CLTC
 
Orange County:  
  Orange County  
 
 

Retirement, Health & Life Solutions - Jennifer Jenkins and Brenda Jones

Whether it's healthcare coverage to supplement your Medicare benefits, Long Term or Short Term custodial homecare, or protecting yourself from an unexpected Critical Illness like Cancer, Heart & Stroke. We can help you make decisions that will project your nest egg. We can also help you establish an instant legacy for your loved ones. You've spent a lifetime accumulating your retirement assets, now it's important to protect what you worked so hard for. We can even help you turn your retirement income into a lifetime income stream. Ask us how. You can reach us at (858) 766-9252

About Retirement, Health & Life Solutions | Contact Jennifer Jenkins and Brenda Jones

Jennifer Jenkins and Brenda Jones
 
Inland Empire / Coachella Valley:  
  Riverside and San Bernadino Counties  
 
 

Senior Care Planning Solutions - Mary Elaine Lanterman

As a Registered Financial Advisor for over 25 years I have been helping seniors with income planning. We are care funding specialists. We offer free counseling for Veterans benefits, Financial Advise for Income Planning, and Reverse Mortgages, your home provides you income. You can reach me at: (760) 880-1890

About Senior Care Planning Solutions | Contact Mary Elaine Lanterman for Help & Information

Senior Care Planning Solutions
 

Retirement, Health & Life Solutions - Jennifer Jenkins and Brenda Jones

Whether it's healthcare coverage to supplement your Medicare benefits, Long Term or Short Term custodial homecare, or protecting yourself from an unexpected Critical Illness like Cancer, Heart & Stroke. We can help you make decisions that will project your nest egg. We can also help you establish an instant legacy for your loved ones. You've spent a lifetime accumulating your retirement assets, now it's important to protect what you worked so hard for. We can even help you turn your retirement income into a lifetime income stream. Ask us how. You can reach us at (858) 766-9252

About Retirement, Health & Life Solutions | Contact Jennifer Jenkins and Brenda Jones

Jennifer Jenkins and Brenda Jones
 
San Diego Area:  
  San Diego and Imperial Counties  
 
 

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
 

MedicareWire - David Bynon | Proudly serving the entire United States

Research and compare Medicare plans at MedicareWire.com We provide information about plans in all states, including Medicare Supplements (Medigap), Medicare Advantage, and Medicare Part D drug plans. All of our information is freely available, and we never ask for your contact information. We're senior advocates, not insurance marketers.

You can reach us at (702) 757-7178

MedicareWire.com | About MedicareWire | Contact David Bynon for Help & Information

MedicareWire
 

Retirement, Health & Life Solutions - Jennifer Jenkins and Brenda Jones

Whether it's healthcare coverage to supplement your Medicare benefits, Long Term or Short Term custodial homecare, or protecting yourself from an unexpected Critical Illness like Cancer, Heart & Stroke. We can help you make decisions that will project your nest egg. We can also help you establish an instant legacy for your loved ones. You've spent a lifetime accumulating your retirement assets, now it's important to protect what you worked so hard for. We can even help you turn your retirement income into a lifetime income stream. Ask us how. You can reach us at (858) 766-9252

About Retirement, Health & Life Solutions | Contact Jennifer Jenkins and Brenda Jones

Jennifer Jenkins and Brenda Jones