Retirement planning
Fee Based Investment Management
Investment management
College planning
Estate planning
Tax planning
Insurance
Life Stage Planning
401(k)Plans
403(b)Plans
Business Owners Service
Private Client Service Whether you are getting married, buying a home, starting a family, changing jobs, or experiencing a divorce, it helps to have an experienced, trusted resource to guide you. We off
er individuals and families a full range of financial advisory services to achieve their short-term goals and their long-term financial independence:
Retirement planning
Investment management
College planning
Estate planning
Tax planning
Insurance
We focus on the individual needs of each client, giving each the level of attention that we would give to our biggest account. If you began your relationship with ESAM through an employer-sponsored retirement plan, we will continue to serve as your financial advisor after you change jobs. We can assist you in rolling over your retirement funds and continuing on the path toward securing a “Paycheck for Life.” TM
Securities offered through Cetera Financial Specialists LLC (doing insurance business in CA as CFGFS Insurance Agency), member FINRA/SIPC. Cetera entities are under separate ownership from any other named entity. Cetera Financial Specialists LLC reserves the right to monitor all Cetera Financial Specialists LLC related e-mail. Confidential: This email and any files transmitted with it are confidential and are intended solely for the use of the individual or entity to whom this email is addressed. If you are not one of the named recipient(s) or otherwise have reason to believe that you have received this message in error, please notify the sender and delete this message immediately from your computer. Any other use, retention, dissemination, forward, printing, or copying of this message is strictly prohibited. For your protection, under no circumstances will buy or sell orders, address changes, transfer instructions, or anything requiring your signature, be accepted through e-mail. Securities are subject to investment risk, including possible loss of the principal amount invested, and are not protected by SIPC insurance from investment risk. Past performance is not a guarantee of future results. Transaction details herein should not be relied upon for tax purposes and do not supersede normal trade confirmations or statements. Phone: 888-528-2987
