Patti Fagan Financial Coaching

CONNECT

Address:

2100 Garden Road, Suite 103
Monterey, CA 93940

Phone:

(831) 641-7127

Fax/Other:

(408) 317-1865

Our Services

Once your goals have been established, we will customize a blueprint to help you accomplish your vision for financial security.

My financial toolbox includes a plethora of resources, services and products such as:

  • CalSTRS Retirement Maximization
  • Retirement income planning
  • 401K / IRA / 403B rollovers
  • Roth Conversion
  • Long Term Care Coverage
  • Financial Coaching
  • Immediate and deferred annuities
  • Financial assessments, exercises, handouts and templates
  • Financial workshops and classes

 

CONNECT WITH PATTI:

Phone: (831) 238-9097

FAX: (403) 317-1865

Email: patti@pattifagan.com


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