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Life / Health / Medicare

PO Box 599

Willow Creek, CA 95573

Phone:

530.605.8560

Fax:

530.629.4214

E-mail:

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“Those we make a promise to in this season, we will be there to honor in the season to come.”

"Now in my 40th year serving our local community..."

Medicare? Health Insurance? Life Insurance? Not sure what to do? Need help?

 

Life / Health / Medicare

Sales - Service

- since 1984 -
 

"Seek first the kingdom of God and His rightousness,

and all these things will be added unto you"

(Mathew 6:33)

Could Employee Ownership Be Part of Your Succession Plan?

Explains benefits of employee-stock ownership plans for succession planning.

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Debt After Death: What Happens to Debt When Someone Dies?

Outlines how estates handle debts of deceased individuals.

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Look Out for Observation Care

Explains hospital observation status and its billing pitfalls.

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How Has SECURE 2.0 Affected 401(k) Plans?

Summarizes new 401(k) features introduced under the SECURE 2.0 Act.

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Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Credit Card Debt

How Long Will It Take to Pay my Balance?

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

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