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