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Retirement and Estate Planning, Nationwide
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ABOUT US | Resume
Timothy J. Shaner
23734 Valencia Blvd., Suite 102, Valencia, CA 91355
Valencia (661) 259-1644 tel/fax Glendale (818) 557-7289 tel/fax
Nationwide Toll Free (888) 763-8904 tel/fax
| EDUCATION: | CALIFORNIA STATE UNIVERSITY, LOS ANGELES
* BUSINESS and FINANCIAL MANAGEMENT (BS, MBA) | | CURRENT: | MATRICULATED to the AMERICAN COLLEGE BRYN MAWR, P.A.
* CHARTERED LIFE UNDERWRITER DEGREE (CLU)
* CHARTERED FINANCIAL CONSULTANT DEGREE (CHFC) | MEMBER:
| N.A.I.F.A. - National Association of Insurance and Financial Advisors
M.D.R.T. - Million Dollar Round Table | | LICENSES: | Series 63, 66, 6, and 7 securities licenses |
SERVICES: | -RETIREMENT PLANNING
-INSURANCE PLANNING
-INVESTMENT PLANNING
-ESTATE PRESERVATION
-EXECUTIVE BONUS PLANS | -FINANCIAL PLANNING
-EDUCATIONAL FUNDING
-BUSINESS AND TAX PLANNING
-TRANSFER OF ASSETS TO HEIRS
-EMPLOYEE BENEFIT PROGRAMS |
| LIFE: | TERM LIFE
WHOLE LIFE
UNIVERSAL LIFE
VARIABLE LIFE* | ANNUITIES: | SINGLE PREMIUM
FLEXIBLE PREMIUM
IMMEDIATE ANNUITIES
VARIABLE ANNUITIES* | | | HEALTH: | GROUP PLANS
INDIVIDUAL PLANS
DISABILITY INCOME
LONG TERM CARE | INVESTMENTS: | STOCK PORTFOLIOS*
MUTUAL FUNDS*
MUNICIPAL BONDS*
LIMITED PARTNERSHIPS* | | | SPECIALIZING IN RETIREMENT, BUSINESS AND ESTATE PLANNING |
*Securities offered through Commonwealth Financial Network, Member FINRA/SIPC
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