Retirement Planning Services
Freedom Financial & Insurance ServicesSee Hours
| Monday | 8:00 AM - 5:00 PM |
|---|---|
| Tuesday | 8:00 AM - 5:00 PM |
| Wednesday | 8:00 AM - 5:00 PM |
| Thursday | 8:00 AM - 5:00 PM |
| Friday | 8:00 AM - 5:00 PM |
| Saturday | 8:00 AM - 5:00 PM |
| Sunday | 8:00 AM - 5:00 PM |
About
About This Business
Mike Cunningham has been helping retirees and pre-retirees plan their “second
life” for over 20 years. He has worked with individuals, families, and business
owners to show them how to build, preserve and pass on wealth.
He has been a Retirement Income and Insurance
Advisor for the Employees of the San Juan Unified School District for over 15
years.
His affiliation with the
Fortune Builder Wealth Plan is his latest step to ensure that his clients have
access to the most current, relevant strategies for building personal wealth tax
efficiently, safely and securely.
Consultations are always
free, and there is never any pressure to make a decision.
Mike’s office is located at 102 Natoma st.
Folsom Ca. 95630
Ca. Lic. #0769057
Contact information:
Phone, 916-761-2633
Email,
[email protected]
Products and Services
He specializes in retirement lifestyle
planning with an emphasis on tax efficiency and guaranteed lifetime income. He
educates his clients with a new way to think about money, investing, and
retirement planning. This gives them confidence that their money will last as
long as they do. To insure his clients goals are met he provides strategies to
maximize Social Security income, and also explains the options available to
reduce or eliminate the high cost of long-term care expenses. Furthermore, he’s
also proficient in developing and implementing estate planning strategies by
working closely with local experienced CPAs and attorneys.
Safe Retirement Plans & Insurance Services is a Long-Term Care and Safe Retirement Income specialist.
Business Details
- Local BBB:
- BBB of Northeast California
- BBB File Opened:
- 5/12/2003
- Business Started:
- 6/1/1989
- Type of Entity:
- Sole Proprietorship
- Alternate Names:
- Freedom Financial
- Safe Retirement Plans & Insurance Services
- Business Management:
- Mr. Mike Cunningham, Owner
Additional Contact Information
- Principal Contacts
- Mr. Mike Cunningham, Owner
- Customer Contacts
- Mr. Mike Cunningham, Owner
- Fax numbers
- Other Fax: (916) 588-1807
Licensing information
This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.
BBB records show a license number of 0769057 for this business, issued by Department of Insurance
Department of Insurance
Additional Information
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