Our Services
As a financial advisor since 2000, Peggy is dedicated to helping individuals and small businesses pursue their short-term and long-range financial goals. Her greatest experience lies in asset protection planning*, and she works with compassion and professionalism to help her clients strive to meet their financial objectives.
Peggy is fully licensed to help her clients with a variety of financial needs including:
Retirement Planning
401(k) IRA Rollovers
IRA's and Roth IRA's
457, 401(a) and 403(b) Plans
Business Retirement Planning: SEP and SIMPLE IRA's
College Funding
Mutual Funds*
Fixed, Variable* and Index Annuities
Life Insurance
Health Insurance
Disability and Long-Term Care Insurance
Pensions & Profit Sharing Plans
Contingency Planning for Small Businesses
*Securities and advisory services offered through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency), member FINRA/SIPC. Cetera is under separate ownership from any other named entity.