ANNUITIES

An annuity is a powerful financial planning tool that when used for the right purpose, and in the right situation, can provide tremendous value.

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LIFE INSURANCE

The three main components of life insurance are a death benefit, a premium payment and, in the case of permanent life insurance, a cash value account.

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WEALTH ASSESSMENT

Properly assessing the financial needs of a client is a necessary and beneficial element in helping to guide their investment plan and future.

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  • ARE YOU AND YOUR FAMILY PROTECTED?

  • DO YOU HAVE ENOUGH FOR RETIREMENT?

  • DO YOU HAVE MONEY FOR YOUR KID'S COLLEGE? 



At PEBBLE BEACH Financial, we have products that provide NO RISK to your investment portfolio.