Clark R. Anderson, CLU®, CFP®

CONNECT

Address:

Please call for directions
San Diego, CA 92121

Phone:

858-964-2104

Fax/Other:

858-554-1106

Products and Services


Our Plans

Our Products

Business Plans
     Qualified Retirement Plans:
          -401(k) - Profit Sharing                             
          -SIMPLE IRA
          -SEP Plans
          -412 (i) Defined Benefit Plan
      Non-Qualified: 
          -Deferred Compensation Plans
          -SERP Plans
          -Executive Bonus Plans
          -Key Employee Coverage
          -Buy-Sell Funding
          -Salary Continuation Plans
     Employee Benefits:
          -Health Insurance
          -Life Insurance
          -Dental Insurance
          -Vision Insurance
          -LTD
  
Individual Plans
     -Retirement Planning
     -Insurance 

     -Estate Analysis  

 

Life Insurance
     -Term
     -Universal Life
     -Variable Life
      -Survivorship Life

Disability Insurance
     -Group LTD
     -Individual Policies
 
Health Insurance
     -Group Plans
      -Individual Plans
           -Blue Cross
           -Blue Shield
           -PacifiCare

Investments
      -Mutual funds
      -Annuities
           -Fixed
           -Variable
      -Managed Accounts
      -529 College Savings Plans

 



            

   
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck