2650 Industrial Parkway, Suite 200 Santa Maria, CA 93455
805-347-1979
We assist our clients in planning and securing their retirement by offering personalized financial advice and strategies. This includes evaluating their current financial situation, setting realistic retirement goals, and creating tailored investment plans to strategize for steady income and growth. By regularly reviewing and adjusting these plans, I help clients stay on track, navigate market fluctuations, and make informed decisions to achieve a comfortable and worry-free retirement.
There are 4 ways we help business owners:
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. A well constructed, holistic strategy will include your investment portfolios, retirement accounts and life insurance policies. The plan will help you transfer wealth from one generation to the next or be established to benefit a worthy cause while minimizing estate and income taxes.
We offer a range of insurance solutions including life insurance to protect your family's future, health insurance for comprehensive medical coverage, disability insurance to safeguard your income, and long-term care insurance for extended medical and personal care needs. These solutions provide peace of mind and financial stability, no matter what life brings your way.
Financial Advisor
Financial Advisor
Paraplanner
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 .
For more information, visit Customer Relationship Summary.