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American Funds

Since 1931, American Funds, part of Capital Group, has helped investors pursue long-term investment success.  American FUnds consistent approarch – in combination with The Capital System has resulted in superior long term track record.


Whether you’re just starting out or a seasoned investor, Fidelity can provide the expertise you need to help reach your financial goals


A financial services company dedicated to help making your future easier. Come inside and let us show you what we can do for you.

Jackson National Life Insurance

Founded in 1961, Jackson National Life Insurance Company has evolved from a single-channel insurance company offering few products to a $68-billion (1) firm offering multiple products through multiple distribution channels throughout the United States. Positioned to win, Jackson National Life has the products, distribution relationships, technological expertise, and flexibility to help profitably meet customer needs. Jackson National Life’s objective is to continue building a profitable and sustainable position in the U.S. market. (1) Jackson National Life also has $60 Billion (GAAP) in policy liabilities set aside to pay primarily future policy owner benefits (as of 12/31/05).

John Hancock Funds

With a clear focus on meeting the needs of consumers today and tomorrow, John Hancock is a market leader in key insurance and investment product lines. By leveraging ongoing product innovation, knowledge and experience, our strong brand, and a broad and powerful distribution system, we are continually seeking to better serve our customers.

National Planning Corporation

National Planning Corporation is a full-service broker-dealer created specifically for the independent Investment Professional. Built on a foundation of unmatched industry expertise, we offer a unique combination of bold, innovative solutions to help independent investment professionals and their clients reach unprecedented levels of success.

Personal Budgeting

This site will assist you in creating you own budget. By creating your own budget, you will know where you spend the money that you earn and it will assist you in determing areas where you can change your spending habits if needed, along with increasing your savings opportunities.


Health Services

California Department of Aging

You can use this site to schedule an appointment with a HICAP Counselor to receive unbiased help in choosing and /or enrolling in Medicare Health Plans, Prescription Drug plans, filing original Medicare and private insurance claims and/or preparing Medicare appeals.

Long Term Care

Long -term care is a variety of services that includes medical and non-medical care to people who have a chronic illness or disability.  Long-term care helps meet health or personal needs.  Most long-term care is to assist people with support services such as activities of daily living like dressing, bathing, and using the bathroom.  Long-term care can be provided at home, in the community, in assisted living or in nursing homes.  It is important to remember that you may need long-term care at any age.


Governmental website that can answer some of the commonly asked questions pertaining to the Medicare program.

Medi Cal

This Self Serve site is sponsored by the California Department of Health Services



AARP Website

This is the home page for AARP and provides information on a variety of topics.

Pre Retirement Checklist

To help make your transistion inot retirement a successful one, there are several issues you should consider.  These activities are best conducted with the participation of a spouse, partner or other family members, as retirement is often a significant point of change for the entire family.

Social Security

Social Security

The Social Security Adminstration is headquartered in Baltimore, Maryland and has ten regional offices ad 1300 local offices nationwide.  This governmental website can provide you with answers to commonly asked questions.

Social Security Income Estimator

This area of the Social Security website will allow you to find out the income you will receive.  To determine this information you will have to put in personal information that will be transmitted via the internet.


Tax Information

IRS Website

The IRS is organized to carry out the responsibilities of the Secretary of the Treasury under section 7801 of the Internal Revenue Code.  This governmental site can provide you with answers to commonly asked questions.


Veteran Information

Veteran Services

This government website is for Veterans, dependents and survivors and can provide useful information.