Protect Your Future with Insurance Strategies

Get Started on Your Retirement Planning Journey!

Interested in learning more about The Family Tree Wealth and Legacy Group and our retirement planning services? We are ready and available to discuss your retirement goals and help you find suitable insurance strategies.

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(858) 395-4240

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For general inquiries & questions, contact us using the contact form below.

Location
Information

Address:

12520 High Bluff Drive, Suite 240 San Diego, CA 92130

Phone:

(858) 395-4240

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Interested in learning more about how we can help navigate the journey toward your retirement goals? Contact us to schedule a complimentary, no-obligation consultation.

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Licensed Insurance Professional. Respond and learn how insurance and annuities can positively impact your retirement. Insurance product guarantees are backed by the financial strength and claims-paying ability of the issuing company. This material has been provided by a licensed insurance professional for informational and educational purposes only and is not endorsed or affiliated with the Social Security Administration or any government agency.

Provided content is for overview and informational purposes only and is not intended and should not be relied upon as individualized tax, legal, fiduciary, or investment advice. By contacting us, downloading booklets, or attending events, you may be offered a meeting to discuss how our insurance and other services can meet your retirement needs. The presenters of this information are not associated with, or endorsed by, the Social Security Administration or any other government agency.

* Guaranteed lifetime income available through annuitization or the purchase of an optional lifetime income rider, a benefit for which an annual premium is charged. Annuities are long-term, tax-deferred vehicles designed for retirement and contain some limitations.