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Do you have a plan for your money?
Are you ready to retire?
Do your kids know what to do with their inheritance?
Most Cal-State Fullerton Alumni don't have a retirement plan.
Would your kids know what to do if you died today?
For qualified faculty, staff, and alumni we will provide a comprehensive financial plan that will build a foundation and framework to help achieve your financial and family goals, even if you don't yet know what those goals are.
Please allow a minimum of two 1 - 2 hour discovery and strategy meetings with ample time in between for us to thoughtfully develop your plan and contact you for any additional information, if needed.
This process is fully customized for each person, couple, or family and requires a significant time commitment on our part and is provided to the people of CSUF at no cost in respect of its important history and our own experiences there. This offer is therefore offered only to those who are serious about their financial future.
Specializing In:
• Retirement Planning
• Life and Financial Planning Services
• Investment Planning & Portfolio Design
• Early Retirement Income Planning
• Qualified Plan Rollovers
• Existing Portfolio Analysis
• Insurance: Life, Disability, Business and Long Term Care
Bruce Formes is a registered principal with and Securities and Advisory Services offered through LPL Financial Member FINRA / SIPC and a registered investment advisor.
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