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With decades of combined experience and industry knowledge, Joseph has seen it all, or nearly all. He understands each client is unique and faces different challenges, which is why he takes a personalized approach to retirement income planning.
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Protecting your hard-earned savings and income dollars from potential market plunges and unnecessary taxes, requires a customized retirement income strategy so that you will learn and understand exactly what it takes to “end up with more” and how it will benefit you during your entire life and your loved-ones during their lifetimes.

We can help you execute a reliable retirement income plan utilizing the following products and services:

  • ​IRA and 401(k) Rollovers
  • 7702 strategies
  • RMD Rescue strategies
  • Tax Rescue strategies
  • Tax-Free Retirement planning
  • Tax-free College Savings Maximization
  • Business Succession Planning
  • Legacy Planning
  • Long-Term Care Asset Defense
  • Retirement Income Maximization

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Standard and First
1055 E. Colorado Blvd. 5th Floor
Pasadena, CA 91106

1420 N. Claremont Blvd. Suite 101-B
Claremont CA 91711

Ph. (818) 266-8499
Fx. (818) 440-5001​
Em. [email protected]
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Licensed Insurance Professional.  Respond and learn how life insurance and annuities can be used in various planning strategies for retirement.  This material has been provided by a licensed insurance professional for informational and educational purposes only and is not endorsed or affiliated with the Social Security Administration or any government agency.   It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice. 17874 - 2018/8/1