Plan, Protect & Retire With Us
Are you investment options overwhelming? Would you like financial planning help to put your family’s financial picture together? A financial professional can help you take charge.
A financial professional can work with you to assess your income needs, risk tolerance and retirement goals. Then, he or she can guide you through your product options, suggest the most tax-efficient strategies and create a plan to build and protect your wealth.
- Life insurance
- Annuities & protected income
- Retirement
- Long-term care planning
- Employee benefits
Get help sticking to a strategy
Good financial professionals will help you develop a financial plan that fits your needs. They’ll help you set goals and stay on track to reach them for today and the future. They can help you:
- Understand your savings needs
- Make savings decisions
- Select funds and allocate your assets
- Assess your risk tolerance
- Understand how your investments can affect your taxes
- Calculate your retirement income
- Review your progress toward your plan and make recommendations
- Decide when and how to retire
Contact us to make an appointment:
Osaic FA
3000 Executive Parkway, Suite 400
San Ramon, CA 94583
Cell: 925-518-0286
Fax: 925-275-0999
[email protected]
CA Insurance License #OG16659
Osaic FA
3000 Executive Parkway, Suite 400
San Ramon, CA 94583
Desk: 925-659-0282
Cell: 925-639-9105
Fax: 925-275-0999
[email protected]
CA Insurance License #0K56421
Securities and investment advisory services offered through Osaic FA, Inc., member FINRA/SIPC, are not a deposit, not FIDC-insured, not insured by any federal government agency, not guaranteed by this bank and may go down in value.
Farmers & Merchants Bank is not affiliated with Osaic FA, Inc.