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You work hard to ensure our future

 

We work hard to ensure yours

We are PENSION EXPERTS…

…specializing in retirement planning for public employees.
We’ll talk with you in plain language about the current condition of your PENSION PLAN, and present you with real strategies that can increase your pension by hundreds of dollars a month.

Let us help you navigate an uncertain economy, to ensure your own future is secure. Our First Steps:

● Eliminate the 4 types of Risk
● Establish Lifetime Income Options
● Create Tax-Efficient Distribution Strategies

Call or click to discuss your unique situation.

(805) 777-7799

We’ll offer you our experience, wisdom and expertise at no cost. It will be a pleasant and informative process. There won’t be any pressure. WE PROMISE.

Read our mission statement
 
 


 

Featured Book Excerpt


In this month’s book excerpt we’re featuring an entire chapter from Patrick Kelley’s “The Retirement Miracle.”

Chapter 10 – Never Lose Money

“With Indexed Universal Life Insurance, you will never lose money due to a market decline… ever! How good is that?

(End of chapter. Really!)”

Receive a free copy of Patrick’s book, complements of Carington.

Click here to get your free copy.
 
 


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TEACHER OF THE YEAR

We Congratulate Marilyn Fine

Lindero Canyon Middle School

The Greater Conejo Valley Chamber of Commerce is proud to honor Marilyn Fine as one of the two 2013 Teachers
of the Year


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