Strategic Partners

Gold


Local Representatives: Launi Cooper & Mitchell Cooper
Phone Number: (916) 343-2211 (Launi) & (916) 768-9150 (Mitchell)
Email: lcooper@rfslends.com 
mcooper@rfslends.com
Website: www.launicooper.com

Description: The Reverse Mortgage. A needs based “product of last resort” or a powerful component in an overall and more comprehensive retirement plan? You Decide. The newly restructured Reverse Mortgage is being recognized by scholars throughout the nation as a product, when used correctly, morally and ethically that can greatly increase a client’s quality of life during their retirement years. Whether a reverse mortgage is used to eliminate a client’s present mortgage payment, or other reoccurring debt, this product can greatly improve their monthly cash flow. Retirement Funding Solutions was created to address and solve for one of the most significant challenges facing the Baby Boomer Generation today..Being Financially Prepared for Your Retirement Years.



Local Representative:  Joseph Gengo
Phone Number:  (415) 608-7480
Email:  joseph.gengo@pimco.com
Website:  www.pimco.com

Description:  PIMCO is a full-service Asset Management Firm.



Local Representative:  Cory Kelly
Phone Number:  (916) 773-3343
Email:  kelly.cory@principal.com
Website: www.principal.com

Description:

The Principal is a Fortune 500 global investment management leader offering retirement services, insurance solutions and asset management to individuals and businesses.  The Principal also offers Principal Securities, a retail broker-dealer that offers a robust and comprehensive product line-up featuring proprietary and non-proprietary products and selling agreements.  Principal Securities is focused on enhancing what you do best – building client relationships and growing your business.



Local Representative: Douglas Bertsch
Phone Number:  (916) 768-9369
Email:  doug.bertsch@apmortgage.com
Website:  www.apmortgage.com

Description: Our group specializes solely in reverse mortgages and we share a common goal of providing our client with the reverse mortgage that fits their specific, unique situation.



Local Representative:  Ben Widders
Phone Number:  (661) 312-9257
Email:  ben.widders@innovativeportfolios.com
Website: www.innovativeportfolios.com

Description: We are an institutional money management firm providing investment resources, research and advisory to RIA’s.



Local Representative:  Art Allen
Phone Number:  (916) 403-0633
Email: art_allen@uhc.com
Website: www.medicaresolutions.com

Description: Medicare insurance plans and educational resources



Local Representative:  Johnny Sommese
Phone Number:  (628) 333-9906
Email: johnny.sommese@lpl.com
Website: www.lpl.com

Description: As the nation’s largest independent broker-dealer LPL, we provide independent financial advisors industry leading technology, independent research and back office support as well as access to a full range of investment products.



Local Representative: Dustin MacFarlane
Phone Number:  (916) 674-2066
Website:  www.seniorcitizenlawyer.com

Description: We know that finding the right attorney to represent you and your loved ones is a choice not to be taken lightly. That’s why Senior Citizen Lawyer offers Free Consultations to walk you through your needs, the scope of your goals, and your budget. Our firm is comprised of highly experienced lawyers, paralegals and legal assistants who care about your situation. Our clients are Seniors, Families and Individuals located in the Sacramento region, and outlining areas, who need asset protection, healthcare and financial management plans, and structures to preserve legacies after a loved one passes away.



Local Representative:  Jacque Finn
Phone Number:  (916) 207-4705 or (925) 588-8343
Email:  jacque.finn@hartfordfunds.com
Website:  www.hartfordfunds.com

Description:  Mutual Funds, ETF’s and Consulting



Local Representative:  Drew Shade
Phone Number:  916-801-0505
Email:  hecmadvice@gmail.com
Website:  www.firstintegritymtg.com

Description:  Providing forward and reverse mortgages


Silver


Local Representative:  Matt Harrington
Phone Number:  (916) 922-3200
Email:  matth@benefit-resources.com
Website: www.benefit-resources.com

Description: We have been passionate about helping companies design and administer state-of-the-art retirement plans since 1987. Our certified administrators work on all types of plans including 401(k), Profit Sharing, Prevailing Wage, ESOP, and 403(b) plans. Defined Benefit and/or Cash Balance Pension plans are designed to allow the business owner to sock away a lot more than the $54,000 limit. We handle them all. To learn more about retirement plans, check out our blog at www.benefit-resources.com. There is a treasure trove of articles on a variety of topics from compliance testing, to reporting deadlines, to controlled groups of companies.