Patti Fagan Financial & Insurance

2100 Garden Road, Suite 103
Monterey, CA 93940
  • (831) 238-9097
  • (408) 317-1865

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Please feel free to contact us with any questions.

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Your Trusted Retirement Income Resource

We help you safeguard your financial future.

We do that by providing a variety of financial and insurance services to our clients. From Medicare Supplements to retirement income planning. From 401K / 403B rollovers to long term care insurance to guaranteed lifetime income streams. From financial coaching to insurance policy reviews. We provide services to our clients to plan, preserve and protect their financial future.

Our goal is to help you reduce the risk of running out of money in retirement.

Healthcare Costs: Studies indicate that healthcare will be the biggest expenditure in retirement. We are here to help you secure the best Medicare coverage possible in order to reduce healthcare costs, while maintaining freedom of choice, quality of care and peace of mind.

Why work with us? We are here as a resource to help you gain a better understanding of the financial concepts behind insurance, retirement, estate planning, and wealth preservation. Most importantly, we hope you see the value of working with skilled insurance professionals to pursue your financial goals.

Our aim is to help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation.

We look forward to serving you in the best way possible, now and throughout retirement!



Phone: (831) 238-9097

FAX: (403) 317-1865

Email: patti@pattifagan.com