(714) 586-6755 jeremy@hameyfinancial.com

What We Offer

Customized and unique strategies for life insurance and retirement planning.  We have teamed with top level carriers and firms to provide the very best options to each client. We also offer a full suite of group benefits for small businesses and their employees.   We will customize a benefit program that best suits the needs of that business, both from an employer and employee standpoint.   For the employer, we will show ways to save money for their business while providing unique ways to grow money for the owner.

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For individuals

Retirement Planning

Life Insurance

College Funding

Estate Planning

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for employers

Group Benefits

Unique Retirement Programs

Supplemental Products

Executive Retirement for Owners