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council members providing Medicare / Long Term Care Insurance, Annuities or Investments |
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Council members serve many areas in California. Click on the area links to the right, the map above, or scroll down to find help in your area. |
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Northern California: Del Norte, Siskiyou, Modoc, Lassen, Plumas, Butte, Glenn, Tehama, Shasta, Trinity, Humboldt, and Mendocino Counties
Sacramento Area: Sacramento, Amador, El Dorado, Placer, Nevada, Yuba, Sutter, and Yolo Counties
Greater San Francisco Bay Area: Sonoma, Napa, Solano, Contra Costa, Alameda, Santa Clara, San Francisco, and San Mateo Counties
Central California: San Joaquin, Calaveras, Alpine, Mono, Tuolumne, Inyou, Tulare, Kings, Fresno, Madera, Merced, and Stanislaus Counties
Monterey Bay Area: Monterey, Santa Cruz, and San Benito Counties
Santa Barbara / San Luis Obispo: Santa Barbara and San Luis Obispo Counties
Los Angeles Area: Los Angeles and Ventura Counties
Orange County: Orange County
Inland Empire: Riverside and San Bernadino Counties
San Diego Area: San Diego and Imperial Counties
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Medicare / Long Term Care Insurance, Annuities, Investments about these services |
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Northern California: |
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Titus & Associates Mark Thompson
Titus & Associates offers a complete and vast array of professional investment services through our affiliation with Questar Capital Corporation. Let us help you create a balanced and personal approach to your financial planning and wealth management. I personally focus on explaining the various investment options clients have so they can be comfortable knowing they are making informed choices and that they understand what they are doing.
Contact today for FREE information and newsletter! Reach us toll free at: (800) 627-1555
More about Titus & Associates | Contact Mark Thompson for Help & Information |
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Sacramento Area: |
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Titus & Associates Mark Thompson
Titus & Associates offers a complete and vast array of professional investment services through our affiliation with Questar Capital Corporation. Let us help you create a balanced and personal approach to your financial planning and wealth management. I personally focus on explaining the various investment options clients have so they can be comfortable knowing they are making informed choices and that they understand what they are doing.
Contact today for FREE information and newsletter! Reach us toll free at: (800) 627-1555
More about Titus & Associates | Contact Mark Thompson for Help & Information |
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Greater San Francisco Bay Area: |
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H. Beck Inc. Kevin D. Olison
Kevin D. Olison is a Financial Advisor Representative with H. Beck Inc. He specializes in working with pre-retirees and retirees, since 1993, and those about to retire who want to preserve their principal. He centers his business on advanced financial, estate and retirement planning from a net perspective. Kevin has assisted clients in a wide range of assignments effectively, efficiently, and with accuracy in helping people cut their taxes, avoid taxes on Social Security Income, avoid Estate Taxes, and preserve estate values. You can reach him at: (925) 855-3230
More about Kevin D. Olison | Contact Kevin Olison for Help & Information |
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Napa Planner Financial Group Kathryn L. Fitzgerald, MS CFP
Kathryn L. Fitzgerald is an independent financial planner with Napa Planner Financial Group. Kathy offers full service, comprehensive financial and retirement income planning and is committed to helping her clients improve their long-term financial success and achieve their financial goals. Her customized programs are designed to grow, protect, and conserve clients’ wealth by delivering a high level of personalized service and expertise. Contact: (707) 257-1545
More about Napa Planner Financial Group | Contact Kathryn L. Fitzgerald for Help & Information |
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Central California: |
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Titus & Associates Mark Thompson
Titus & Associates offers a complete and vast array of professional investment services through our affiliation with Questar Capital Corporation. Let us help you create a balanced and personal approach to your financial planning and wealth management. I personally focus on explaining the various investment options clients have so they can be comfortable knowing they are making informed choices and that they understand what they are doing.
Contact today for FREE information and newsletter! Reach us toll free at: (800) 627-1555
More about Titus & Associates | Contact Mark Thompson for Help & Information |
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Monterey Bay Area: |
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We can provide you contact with various elder care services in the Monterey Bay area. Although this area is temporarily without a member to assist you we can still help you solve any concerns or problems you may have. Please contact the California Care Planning Council by clicking on the link below.
Click here to Request Assistance from the California Care Planning Council |
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Santa Barbara / San Luis Obispo: |
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Cindy Pollack Insurance Services Cindy Pollack RN
I shop for a wide range of insurance products with the top companies in the industry. This is to give you the best rates and plans for your specific needs. Whether you are concerned about Medicare Advantage Plans, Long-Term Care, Disability, or Life products let me help you with the information you will need to make the right choice. You can reach me at: (877) 797-6066
More about Cindy Pollack Insurance Services | Contact Cindy Pollack RN for Help & Information |
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Nancy Levin, CLTC Long Term Care & Medicare Insurance Agent
My mission is to help educate as well as protect consumers from the potentially significant financial and psychological costs of needing long-term care. It is my goal to help families and individuals make well-informed choices when it comes to protecting their financial future. Not everyone realizes that in general, long-term care insurance must be obtained before they become uninsurable or before they reach a point in their lives where long-term care becomes necessary. I am committed to helping you and your loved-ones make your own well-informed choices regarding this complex subject while you are still active and healthy enough to act. You can reach Nancy at: (805) 569-5051
More about Nancy Levin, CLTC | Contact Nancy Levin for Help & Information |
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Los Angeles Area: |
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Your Estate Coach Susanne Miller
Susanne is the Director of the North Orange County / Northeast Los Angeles County Advisory Board, the Los Angeles County Downtown / Beverly Hills Advisory Board, and the Los Angeles County West LA / Long Beach Advisory Board with the California Care Planning Council (CaCPC).
Her Advisory Boards are designed to be a single source of eldercare providers & advisors who can help the public manage their specific needs and concerns. Some of their particular areas of expertise are: Elder Law, Home Healthcare, Estate Planning, Financial Services, Reverse Mortgages, Veterans Benefits, Medicare, and Real Estate, just to name a few.... You can reach her at: (714) 447-8564
More about Susanne Miller | Contact Susanne Miller for Help & Information |
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Nationwide Insurance D. Craig Rogers
Nationwide Insurance provides the financial foundation for seniors (including veterans) to build on during their changing lives. We deliver comprehensive retirement solutions for those preparing for retirement and those who have achieved financial independence. We are concerned about you, your values and your goals in life. We want you to experience the value of having a long term relationship with a trusted advisor. The knowledge, experience and many resources we provide will help you develop a vision and action plan to achieve your financial goals. Call: (714) 449-8477
More about Nationwide Insurance | Contact D. Craig Rogers for Help & Information |
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Cindy Pollack Insurance Services Cindy Pollack RN
I shop for a wide range of insurance products with the top companies in the industry. This is to give you the best rates and plans for your specific needs. Whether you are concerned about Medicare Advantage Plans, Long-Term Care, Disability, or Life products let me help you with the information you will need to make the right choice. You can reach me at: (805) 657-3133
More about Cindy Pollack Insurance Services | Contact Cindy Pollack RN for Help & Information |
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The Estate Planning Partners Brenda J. Logan, JD, MBA, CLTC
Brenda is an estate planning and elder law attorney and financial advisor with over 20 years of experience. She specializes in helping seniors protect their assets and plan for the distribution of their estate in a tax-efficient manner. Brenda works with a team of specialists with expertise in Estate Planning, Elder Care Law, Medicare and Medi-Cal Planning, Long Term Care Planning, Life Insurance, Life Settlements, Charitable Planned Giving, Tax Deferred and Immediate Annuities, and IRA and Retirement Distribution Planning. You can reach her at (310) 621-7474
More about The Estate Planning Partners | Contact Brenda J. Logan for Help & Information |
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Nancy Levin, CLTC Long Term Care & Medicare Insurance Agent
My mission is to help educate as well as protect consumers from the potentially significant financial and psychological costs of needing long-term care. It is my goal to help families and individuals make well-informed choices when it comes to protecting their financial future. Not everyone realizes that in general, long-term care insurance must be obtained before they become uninsurable or before they reach a point in their lives where long-term care becomes necessary. I am committed to helping you and your loved-ones make your own well-informed choices regarding this complex subject while you are still active and healthy enough to act. You can reach Nancy at: (805) 569-5051
More about Nancy Levin, CLTC | Contact Nancy Levin for Help & Information |
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PPRO & Consultants, LLC Felisa McMillian, CFP Specialist, Estate/Senior Advisor
Welcome... to our world. "We Provide Solutions and resources to Senior Citizens". We answer Healthcare, Medicare, Long term care, and Life Insurance questions and serve your Medicare and Healthcare needs. We offer high quality insurance and financial products and services to the individual and business marketplace. It is our commitment and desire to establish trust and a long lasting relationship with our clients. If you would like additional information or a quote on any of the products we offer, simply complete the form related to that product or call us, we will be happy to serve you. (310) 756-0870
More about PPRO & Consultants, LLC | Contact Felisa McMillian for Help & Information |
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Orange County: |
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We can provide you contact with various elder care services in the Orange County area. Although this area is temporarily without a member to assist you we can still help you solve any concerns or problems you may have. Please contact the California Care Planning Council by clicking on the link below.
Click here to Request Assistance from the California Care Planning Council |
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Inland Empire: |
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We can provide you contact with various elder care services in the Inland Empire. Although this area is temporarily without a member to assist you we can still help you solve any concerns or problems you may have. Please contact the California Care Planning Council by clicking on the link below.
Click here to Request Assistance from the California Care Planning Council |
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San Diego Area: |
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Golden Path Senior Solutions Lauren Altman
Medicare Health Plan Sales & Long Term Care Insurance
Are you finding yourself confused and overwhelmed with the amount of mail you receive regarding different health plans now that you are eligible for Medicare? The language that is used in the literature can be "clear as mud"! I am here to help you sort through the materials and guide you down the right path in choosing the best options for you and your loved ones. Based on your needs, we can narrow down the selections you have in no time! We'll meet where it is convenient and comfortable for you. I meet clients in their homes, a local coffee shop, or a community center. Contact me... we'll talk and if it makes sense, we will schedule a time and location to meet. (760) 638-6163
More about Golden Path Senior Solutions | Contact Lauren Altman for Help & Information |
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Bankers Life and Casualty Company Margarita Rosa Pazmany-Byro, CLTC.
If you are like most people, it’s difficult to think about long-term care, especially when you are healthy and active. Yet now is actually the smart time to start planning for LTC- before you actually need it. Many of us have parent, or both who already needs help, and it is causing them, and us Financial Stress. My goal is to make sure that we don’t have this problem.
Contact me at: 619-540-6264
More about Bankers Life and Casualty Company | Contact Margarita for Help & Information |
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Area Director & Asset Preservation Specialist Amos Johnson Southern San Diego Co.
As an Asset Preservation Specialist, Amos is committed to educating seniors on their Medi-Cal entitlements, Veterans disability pensions, and to providing solutions tailored to each individual's special needs with over 25 years of experience in financial & retirement planning. You can reach Amos at (619) 420-2460
More about Asset Preservation | Contact Amos Johnson for Help & Information |
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