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.