Broker Check

Ideal Life Financial Advisors - Folsom, CA

2240 East Bidwell Street, Suite 110, Folsom, CA 95630   |   (916) 235-4646


Business Owners

Successful businesses are built by passionate men and women with a drive to create a successful operation that they can continue to grow, pass on to heirs or sell when the time is right for you.

We can help in the following areas:

  • Business planning
  • Investment planning
  • Retirement planning
  • Life insurance planning
  • Estate planning
  • Insurance planning
  • Business succession planning

Business Owners

Business owners are a special breed with unique financial needs

Insuring Your Business With a Buy/Sell Agreement

It may help your business be better prepared in the event of the death of a principal or key employee.