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WEALTH & TAX PLANNERS

E-mail: 

Tel:  925-938-4300 
Fax:  

 

Free Reports
Complimentary Get Acquainted Meeting

 

FREE REPORTS
 

  • AVOID THE COMMON MISTAKES IN BUYING LTC
    Helps you answer:
    - Whether you need long term care insurance at all?
    - When, and why, should you get the insurance?
    - What will it cost, and what are 6 ways you can reduce the costs?
    - Which insurance companies are the best? Which are the largest?

     
  • AVOID THE COMMON MISTAKES IN BUYING ANNUITIES
     

Free report

These valuable reports discuss important considerations and how to avoid critical mistakes related to providing for long term care or to purchasing annuities.

The selected report(s) will be delivered immediately by mail.
Please include your full mailing address and which report you would like.
 
 

COMPLIMENTARY GET ACQUAINTED MEETING

 

 DIRECTIONS

 

We are located on the south side of the Walnut Creek downtown shopping district, convenient to Hwy. 680 and 24, as well as Ygnacio Valley Road and the Walnut Creek BART station.