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Yes, This is About You

We understand who you are

It’s hard enough being a public employee. Especially in a budget-strapped state it’s more difficult still. Add a troubled national economy, and we believe you’ve got just about enough on your shoulders.

Our objective is first to know you… know your profession and then to serve you as you’ve served us for so many years, providing our utmost to ensure you receive a duly entitled secure future. Our professional function is to guide you out of an insecure, threatening or eroding retirement plan and into a plan that is entirely secure, growth-assured – and flexible. That would be alright, wouldn’t it?

We honestly believe you deserve the reward of security and financial growth in your retirement investment, and we are skilled and experienced in providing exactly that to you.

Please allow us the privilage of talking with you about your retirement plan. We’re truly here to help.

We also understand that retirement planning, or investing in general can be intimidating.  We’d like to offer you the courtesy of a calm and reassuring discussion.  We’re in no hurry.  We been providing educators, firefighters and police officers – people, just like yourself – sound, responsible retirement strategy for years.  Our interest is in providing you with a healthy examination of your current plan, laying out your options, and answering your questions in plain, clear language.  Our goal is to serve you well, and see you assured with the knowledge that your retirement investment is protected and growing for you.  Please give us a call, and we’ll get together and talk about it.
 
 


 

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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


Learning Center



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