Retirement. Medicare. Insurance.
About Us
We provide Financial Retirement Guidance using educational workshops, face-to-face consultations, public events, and guest speaking engagements.
Using various financial products to protect our clients Retirement Nest-egg along with preparing them for healthcare post employment, including those entering Medicare eligibility.
We cater to the underserved and those without access to financial planning partnerships or retirement guidance.
With offices located throughout the Central Valley and agents covering the entire Northern California area. Utilizing our proprietary MARCUS system, we’re able to respond and efficiently service our clients immediate retirement and healthcare needs.
We are a family owned company founded in 2015. We’re licensed in five states nationally and partner with the most recognized financial and healthcare companies in the nation.
Our Clients Represent
San Jose Unified School District
Lawrence Livermore Lab
Sandia National Laboratories
California Teachers Association
East Side Union High School District
Santa Clara Unified School District
State Teachers Retirement System
Amalgamated Transit Union
E&J Gallo Winery
Elk Grove Unified School District
California Public Employees' Retirement System
California School Employee Association
Stockton Schools Police Department
Catholic Charities of the East Bay
Salvation Army / Silvercrest Residences
Alameda County Sheriff's Department
Elk Grove Unified School District
Seneca Foods
Blue Diamond Almond
Mercy Hospital
and many more...