Strategic Partners

Platinum

 

Local Representative: Launi Cooper
Phone Number: (916) 343-2211
Email: lcooper@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.


Gold

 

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

Description:  American Pacific Mortgage Reverse Group is a locally owned Roseville company which originates FHA and Jumbo Reverse Mortgages for seniors 62 years of age or older.  The company also offers educational seminars for Realtors, Financial Advisors, Accountants and Trust Attorneys.


 

 

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

Description:  Mutual Funds, Multi-Factor ETF’s, Active ETF’s.


 

 

Local Representative:  Brad L’Engle, Esq.
Phone Number:  (916) 932-0257
Email:  blengle@guildmortgage.net
Website:  www.guildmortgage.com

Description: Guild Mortgage is one of the highest ranked independent mortgage lenders in the United States, specializing in residential home loans. For more than 56 years, we’ve grown through referrals by focusing on doing what’s right. As a licensed Loan Officer, I am committed to helping my clients understand their options for real estate financing and assisting them to make solid home loan decisions that meet their needs.


 

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.


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

Description: Principal provides financial services.


Local Representative:  Colin T. Smith
Phone Number:  (916) 563-7140
Email: colin@colintsmithlaw.com
Website: www.colintsmithlaw.com

Description: While nobody wants to think about death or disability, establishing an estate plan is one of the most important steps you can take to protect your assets and your loved ones. Proper estate planning not only puts you in charge of your finances, it can also spare your loved ones the expense, delay and frustration associated with managing your affairs when you pass away or become disabled. To accomplish these ends, the Law Office of Colin T. Smith offers every client sophisticated legal services and personal attention combined with the highest level of professional integrity. This leads to legal solutions tailored to the specific needs of each individual or family, and the development and fostering of a personal relationship with each one of our clients. Please do not hesitate to call today to begin the process.


Local Representative:  Jeremy Parker
Phone Number:  (916) 353-5130 ext. 1
Email: jeremy@glandersonins.com
Website: www.glandersonins.com

Description: P & L Insurance Broker, we have access to all of the big markets, but with a small agency feel.


 

Local Representative: Kyle Najarian
Phone Number:  (212) 323-4131
Email: knajarian@ofiglobal.com
Website: www.oppenheimerfunds.com

Description: OppenheimerFunds was founded in 1959 and has become one of the industry’s leading global asset managers. The clients we serve include financial advisors, individual investors, small businesses, and institutional investors and their advisors and consultants.  We offer investments in every major asset class, both traditional and alternative, and in a variety of investment vehicles.  The firm is a subsidiary of MassMutual, one of the largest and most respected insurance companies in the United States.


Local Representative:  Brooke Middleton
Phone Number:  (916) 677-1640
Email: brooke.m.middleton@ampf.com
Website: www.wggadvisorgroup.com

Description: Westlake, Grahl, and Glover is a financial planning firm that specializes in Retirement & Estate Planning Strategies, Investments, Insurance, and Small Business Planning.


 

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

Description: UnitedHealthcare offers health insurance plans to meet the needs of individuals and employers.