Financial Planning Services to Secure Your Future
Life insurance helps your life’s moments live on. Whether it keeps paying the mortgage, maintains a current standard of living, pays off debts or pays for college, the life insurance you choose can be there when it’s needed most by your loved ones.
Financial Planning
Our team of dedicated professionals specialize in assisting clients to prepare for the unexpected, insuring they are well informed every step of the way.
Retirement Planning
When planning for retirement you should fully fund the tax-deductible and tax-deferred savings plans that are available to you as an individual and through your employer. First on the list should be plans where the employer makes contributions and/or matches your contributions. Next should be any IRA’s that you qualify for. As you climb the investment pyramid, it becomes increasingly important to seek help from an expert.
Ready to plan your future? Call (916) 378-6562 to meet with our financial planners!
Contact Info
Office: (916) 378-6562
Email: phyllism@bayareamacinsuranceagency.com
Location: 3016 Beacon Boulevard, West Sacramento, CA 95691
Business Hours
- Mon - Fri
- -
- Sat - Sun
- Closed
Member of the National Coalition of 100 Black Women of Sacramento