This area is under Construction. You are welcome to use our contact form or schedule and appointment.
Our Agent Steve Valencia
Steve is a Life Underwriter Training Council Graduate (1983) and has worked with companies such as Prudential Insurance Company of America and New York Life.
Today Steve is an Independent Insurance Agent that represents our Client’s and is appointed with numerous reputable Insurance Companies. This allow you to have choices and to know that you are not limited to one insurance carrier or one carrier’s insurance policies. You have options. You have the choices. Is that a good thing? You bet!
Steve’s consulting services are free to all individuals that have a current policy with the Agency. So before you spend thousands on Consulting with an Estate Planner get some free guidance “before” you spend those hard earned dollars. We are NOT suggesting that you do not go see Attorneys, Accountants or Certified Estate Planners… in fact we are saying exactly the opposite. You need these Professional in you stable of Professional Advisors!
As Steve has seen… the Attorney, the Accountant and the Certified Estate Planner all know “their” works but that does not translate into knowing the “exact” workings of the Life policy, the Annuity, the various beneficiary arrangements or the annuity pay out options. That is where Steve comes into play.
If you do not see a Calendar appointment link on this page we are still in the process of linking some ten sites together with a forward looking User interface that will allow you to schedule an appointment to speak with Steve Valencia about Estate Planning Concepts and “Keeping the Farm in the Family!”
It takes planning.
Kind regards,
More about Estate Planning Concept to follow…