Broker Check

Ideal Life Financial Advisors - Folsom, CA

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

 

Our Services

Ideal Life Financial Advisors was founded with the goal of helping our clients live their Ideal Life by assisting them with getting their entire financial house in order and keeping it that way forever. We walk our clients through a process that helps them sort out what is important to them so that they may have a clear picture of their goals and their values and what it means to create a financial plan based on that. Our goal is to create a plan that is inspiring to you and your family so that you may live the life you dreamed of.

Ideal Life Financial Advisors is a financial services firm that offers a vast array of investment and planning solutions. The team at Ideal Life Financial Advisors provides a number of encompassing services, which include but are not limited to:

  • Employer Plans
  • IRAs
  • Annuities
  • Pensions
  • Roth IRA

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

  • SEP IRA
  • Simple IRA
  • Income/Expense projections
  • Investments
  • Social Security

Ready for Retirement?

Are you ready for retirement? Here are five words you should consider.

  • Money Management
  • Variable Annuities
  • Brokerage Accounts
  • Certificates of Deposit
  • Educational IRA
  • Traditional IRA

What Smart Investors Know

Smart investors take the time to separate emotion from fact.

  • Total Portfolios
  • Low-Correlation Strategies
  • Alternative Investments
  • Real Estate Investment Trusts, Stocks, Bonds, Mutual Funds
  • Government Securities, Treasury Notes & Bills

Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

  • Long-Term Care
  • Disability
  • Life

Your DNA Test

If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.

  • Health
  • Estate
  • Disability Income

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime, and those we love may suffer if we are not prepared.

  • Trusts
  • Insurance
  • Taxes

When Do You Need a Will?

When do you need a will? The answer is easy: right now.

  • Wills
  • Charities
  • Heirs

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

  • Medicare Planning
  • Retirement Expenses
  • Healthcare Costs

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

  • College Planning
  • Living Expenses

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

  • Business Planning
  • Key Man Policies

The Business Cycle

How will you weather the ups and downs of the business cycle?

  • Golden Handcuffs
  • Buy/Sell Agreements

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

  • Retirement Plans
  • Tax Plans
  • 401(k) Planning
  • 403(b) Planning

Should You Tap Retirement Savings to Fund College?

Three things to consider before dipping into retirement savings to pay for college.

  • College Plans
  • Estate Plans
  • Money Purchasing Plans
  • Profit Sharing Plans

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.