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Life / Health / Medicare

PO Box 599

Willow Creek, CA 95573

Phone:

530.605.8560

Fax:

530.629.4214

E-mail:

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“Those we make a promise to in this season, we will be there to honor in the season to come.”

"Now in my 40th year serving our local community..."

Medicare? Health Insurance? Life Insurance? Not sure what to do? Need help?

 









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Life / Health / Medicare

Sales - Service

- since 1984 -
 

"Seek first the kingdom of God and His rightousness,

and all these things will be added unto you"

(Mathew 6:33)

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Mega Backdoor Roth: A Tax-Friendly Retirement Strategy for Serious Savers

Shows how high-income earners can create tax-free retirement income via workplace plans.

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Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

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Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Car Affordability

How much can you afford to pay for a car?

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employers retirement plan after you turn age 73.

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