Patti Fagan Financial & Insurance

CONNECT

Address:

2100 Garden Road, Suite 103
Monterey, CA 93940

Phone:

(831) 238-9097

Fax/Other:

(408) 317-1865

Our Services

While developing a customized retirement plan focused on maximizing income for life, we will walk you through a step-by-step process that will help make you feel confident in your decisions.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives.

We can help you execute a sound personal retirement income plan utilizing the following products and services:

  • Medicare Supplement Plans
  • CalSTRS Retirement Maximization
  • Retirement income planning
  • 401K / IRA / 403B rollovers
  • Long Term Care Coverage
  • Financial Coaching
  • Insurance policy reviews
  • Immediate and deferred annuities

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CONNECT WITH PATTI:

Phone: (831) 238-9097

FAX: (403) 317-1865

Email: patti@pattifagan.com