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| Business Profile |
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Michael Kortz, RFC, RR - Financial Planner
800 S. El Camino Real, Suite 200
San Clemente, CA 92672
Phone: 949-226-8390
Fax: 9492267016
Map:
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Products & services: Small business owners and individuals need someone they can trust to provide them with knowledgeable & objective financial planning.
For the small business owner, financial planning issues may include: tax reduction strategies, selecting a corporate retirement plan, implementing group medical benefits, or establishing a key person bonus plan.
Individuals may need assistance with planning for retirement, obtaining life insurance, health insurance, disability insurance, and long term care insurance.
It’s critical to work with a financial planner who provides guidance without bias towards any one product or program. If you are searching for such a financial planner, contact Michael Kortz, RFC, RR at (866) 606-2261 or visit my website www.tfp8.com
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SIC: 6411
Industry: Finance, Insurance, and Real Estate Insurance Carriers Insurance Agents, Brokers, and Services
Web : www.tfp8.com |
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