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Ideal Life Financial Advisors - Folsom, CA

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

 

Elder Care

Planning for the care for a parent or loved one can be a difficult and sometimes overwhelming undertaking. Navigating the various options available is an important task. We can help you think through some of the available solutions and find the right one for you. We can help you with the income planning that you need on behalf of the people who mean the most to you in your life.

Elder Care

Taking care of one's aging parents can be emotional and expensive. This video provides a checklist on what to do

The Dress Rehearsal

Host a Dress Rehearsal meeting for key clients in your office. A simple yet powerful idea. This video shows you why.

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

Raise Your Retirement Income

Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.