Ann specializes in socially
responsible investing. She
believes in planning for the
long term, and feels that
diversification is important
in any portfolio. Keeping
all your eggs in one basket
is good if you’re cooking an
omelet; if not, you could
have quite a mess on your
hands.
Some of Ann’s areas of focus are:
• Fee based financial
planning and consulting services.
• Socially and environmentally responsible investing.
• 403(b), 401(k) and individual retirement plans.
• Group and individual health and disability insurance.
• Life insurance, tax, retirement and estate planning.
• Long Term Care Insurance
Offering financial
solutions since 1985.
• First Affirmative Financial Network
• Financial Planning Association
• The Social Investment Forum
• Green America
• Los Angeles Association of
Health Underwriters
• Long Beach Non Profit Partnership
• American Red Cross Volunteer
• Aquarium of the Pacific Volunteer
• Products and services for your personal needs and life style. CLICK HERE to find out more
Now serving the greater
Coachella
Valley
with a satellite office in Palm Springs, CA