Life / Health / Medicare

PO Box 599

Willow Creek, CA 95573

Phone:

530.605.8560

Fax:

530.629.4214

E-mail:

“Those we make a promise to in this season, we will be there to honor in the season to come.”

"Now in my 40th year serving our local community..."

Medicare? Health Insurance? Life Insurance? Not sure what to do? Need help?

Life / Health / Medicare

Sales - Service

- since 1984 -

"Seek first the kingdom of God and His rightousness,

and all these things will be added unto you"

(Mathew 6:33)

Encourages older workers to maximize catch-up contributions.

Reviews the downgrade from Aaa to Aa1 and possible market effects.

Considering some important issues now could provide more options in the event of early retirement.

Shows how high-income earners can create tax-free retirement income via workplace plans.

How much life insurance would you need to produce a sufficient income stream for your family?

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

How much will it cost to pay off a loan over its lifetime?

This Cash Flow Analysis form will help you weigh your income vs. your expenses.