701 N. Screenland Dr., Burbank, CA 91505
Burbank
Main office (818) 557-7289 Santa
Clarita office (661) 257-1896
Toll Free Tel/Fax (888) 763-8904 Direct Fax: (818) 557-7289
email:
tjshaner@aol.com website:
www.capitalconsultants.org
EDUCATION CALIFORNIA STATE UNIVERSITY, LOS ANGELES
* BUSINESS and
FINANCIAL MANAGEMENT (BA, BS, MBA)
CURRENT: MATRICULATED to the AMERICAN COLLEGE
BRYN MAWR, P.A.
* CHARTERED
FINANCIAL CONSULTANT DESIGNATION (CHFC)
* CHARTERED LIFE
UNDERWRITER DESIGNATION (CLU)
* CERTIFIED
FINANCIAL CONSULTANT (CFP)
* General
Securities NASD Registered Representative (63, 66, 6, 7)
MEMBER: N.A.I.F.A. - National Association of Insurance and
Financial Advisors
N.A.S.D. - General Securities Registered
Representative
M.D.R.T. - Million Dollar Round Table (part of the
top 6% in the world)
SERVICES:
-RETIREMENT PLANNING -FINANCIAL
PLANNING
-INSURANCE PLANNING -EDUCATIONAL
FUNDING
-INVESTMENT PLANNING -BUSINESS
AND TAX PLANNING
-ESTATE PRESERVATION -TRANSFER
OF ASSETS TO HEIRS
-EXECUTIVE BONUS PLANS -EMPLOYEE BENEFIT PROGRAMS
PRODUCTS:
LIFE: TERM
LIFE ANNUITIES: SINGLE PREMIUM
WHOLE LIFE FLEXIBLE
PREMIUM
UNIVERSAL LIFE IMMEDIATE
ANNUITIES
VARIABLE LIFE VARIABLE
ANNUITIES
HEALTH: GROUP
PLANS INVESTMENTS: STOCK
PORTFOLIOS
INDIVIDUAL PLANS MUTUAL FUNDS
DISABILITY INCOME MUNICIPAL
BONDS
LONG TERM CARE LIMITED
PARTNERSHIPS
SPECIALIZING IN RETIREMENT, BUSINESS AND ESTATE
PLANNING