Quality of life is the ultimate goal, we work hard to save money and we use our money to enjoy life to the fullest. At PLAN B INVESTMENTS, INC., we offer two levels of service to achieve your ultimate goal: As a financial planner, we work with you to create or review the road map to your goals. Whether it is saving for college, investing for retirement, estate planning, or the dream vacation of a lifetime, you should have a plan. As a financial advisor, we employ an investment plan funded with the most suitable and economically feasible instruments. We assist you in discovering your risk tolerance. Once discovered, a risk budget can be established, keeping the volatility within your pre-determined comfort zone. You choose the level of guidance that works for you. We can take the complexities out of retirement and legacy planning. We believe everyone should have a PLAN B!

Health & Welfare FM has over 50+ years of nationwide experience in providing brokerage/consulting services to our clients regarding Medical, Dental, Vision, Life, Disability and voluntary contracts. FM's goal is to provide the lowest cost plans while obtaining the greatest contractual protection the marketplace offers. Retirement Plans: 401(k) & 403(b) For 30 years we have advised on hundreds of defined contribution and defined benefit plans nationwide since the inception of 401(k) plans. FM provides independent third party fund evaluation and plan design advice targeting successful participant outcomes, while assisting with ongoing plan upkeep and maintenance.

We are a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions to help reach them by our providing sound financial information. We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goals.

Contact me at (844) 559-4547 in Pasadena, CA, when you need a financial advisor to assist you.