1900 Camden Avenue San Jose, CA 95124
408-293-1888
plenarisadvisory@gmail.com
A primer on long term care planning
Do's and don't's on estate planning
Early social security benefits with leverage
Fixed v. immediate annuities
Optimizing Annuity Income
Safeguard Retirement Savings with Annuities
SECURE Act changes to retirement planning
Strategies for a Successful Retirement
Term v. permanent life insurance
What is Precision Financial Planning
Check the background of this investment professional