2650 Industrial Parkway, Suite 200 Santa Maria, CA 93455
805-347-1979
Estate planning is one of the most important steps you can take to ensure that your wishes are honored and your family and legacy are protected in your absence.
Strategies to help grow your wealth. Let us teach you some ways to help nurture your finances and we'll help plant the seeds for building a secure retirement.
We come along business owners to aid with business succession plans and maximizing benefits for owners and their employees through key person strategies, retirement plans and other group benefits.
As with most other things in life, the key to achieving your long-term objectives is planning. Our agents, at Fulcrum Wealth and Insurance Solutions LLC, can help you fund your children's college education, protect your family during your working years while optimizing your financial resources so you can retire with peace of mind.
Josh Coffey (CA INSURANCE LIC# 4004825) and Collie Coburn (CA INSURANCE LIC# 0L88665) are agents licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies collectively in the states of CA, AZ, ID, CO & WA. No insurance business may be conducted outside these states referenced.
Josh Coffey and Collie Coburn are Registered Representatives of and offer securities products and services collectively through NYLIFE Securities LLC Member FINRA/SIPC, a licensed insurance agency. 2650 Industrial Pkwy. Suite 200 Santa Maria, CA 93455-1504, 805-347-1979. In this regard, this communication is strictly intended for individuals residing in the states of CA, AZ, ID, CO & WA. No offers may be made or accepted from any resident outside the specific states referenced.
Josh Coffey and Collie Coburn are also Financial Advisors with Eagle Strategies LLC, a Registered Investment Adviser, offering advisory services collectively in the states of CA, AZ, ID, CO & WA. As such, these services are strictly intended for individuals residing in the specific states referenced.
NYLIFE Securities and Eagle Strategies are New York Life companies.
Neither Fulcrum Wealth and Insurance Solutions LLC, New York Life Insurance Company, NYLIFE Securities, Eagle Strategies LLC, nor any of their affiliates or representatives provides tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions.
Fulcrum Wealth and Insurance Solutions LLC is not owned or operated by NYLIFE Securities, Eagle Strategies or their affiliates.
NYLIFE Securities LLC, Member FINRA / SIPC .
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