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You should call us if you want to:

Eliminate Your Debt/Improve Your Credit Score

Start a Savings Plan

Transfer an Old IRA/401K/403B/SEP Account

Review or Purchase Life/Health/LTC Insurance

Real Estate Purchase or Sale/Mortgage Needs

Investment/Retirement Planning/Tax Planning

Tired of Losing Money in the Markets?
Learn safe money strategies and get great returns!

We do not charge a fee to our clients either during the initial consultation or throughout the work we do. We get paid by the companies and affiliates we represent. Therefore, any concerns for upfront cost has been eliminated for you.

Our Mission:

To provide a strong and diversified array of services to help strengthen our clients' immediate and long-term goals to assist them in achieving their ideal life!

Our Advisory Services Include:

  • Credit Repair
  • Debt Settlement
  • Annuities
  • Life Insurance
  • Wills & Trust
  • Financial Planning
  • Real Estate Transactions
  • Residential Mortgages
  • Student Loan Consolidation
  • Personal & Business Tax Planning
 

Capital Management & Insurance Solutions* 4025 Camino del Rio South * Suite 300 * San Diego, CA 92108 * (619) 252-3245

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