Our non-traditional approach to education funding allows you to maximize your child's savings potential while avoiding the fees, penalties, and limitations of traditional 529 and 504 savings plans. By utilizing a flexible and tax-advantaged growth plan, you can set your child up for success without worrying about unexpected costs or missed opportunities. If they choose not to go to college? Well then, use the $ for their wedding or your own retirement!
Services
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Dental & Vision Insurance
We have solutions.
If you have dental benefits, do you know what’s in the fine print and what type of plan is best for you? Or if you don't have dental insurance and think it's too expensive... call us!
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Protect Your Legacy
Your family is your most important asset!
Legacy protection is a vital aspect of financial planning that ensures your assets are distributed according to your wishes after you pass away. To create a customized plan that aligns with your goals and values, we'll consider what type of legacy you want to leave behind and whether you prefer your money to go to your family or the government. With a legacy protection plan in place, you can minimize your estate tax liability and avoid disputes or challenges to your estate, ensuring that your assets go to your chosen beneficiaries. We'll work together to develop a personalized strategy that meets your unique needs and helps you leave a lasting impact. Learn more by scheduling an appointment today.
This Website serves as an invitation for you, the customer, to inquire about further information regarding Medicare Advantage and Medicare Supplement insurance, and your call will be routed to a licensed agent who can provide you with further information about the insurance plans offered by one or more of our third party partners. Submission of your contact information constitutes permission for an agent to contact you with further information, including complete details on cost and coverage of this insurance.
We and the licensed agents that may call you are not connected with or endorsed by the U.S. Government or the federal Medicare program. Medicare has neither reviewed nor endorsed the information contained on this website. This is not a complete listing of plans available in your service area. For a complete listing please contact 1-800-MEDICARE (TTY users should call 1-877-486-2048), 24 hours a day/7 days a week or consult www.medicare.gov.
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(209) 589-9917
316 5th St Unit 202
Gustine, CA 95322-1742
Copyright 2021 Parreira Insurance & Financial Services
Merry Parreira
Tax-Free Retirement
Less taxes in retirement means more spending money in your account.
Are you concerned with Market Volatility affecting your retirement income? Do you know exactly how much you will have in retirement in order to maintain the lifestyle you want? Like so many Americans, are you concerned with outliving your money?
There is a little-known secret to keeping your money safe during market down-turns. We help our clients create a pension-like lifetime income, while avoiding taxes, and minimizing risk. Start planning your tax-free retirement today
Saving for College
We have tax-free solutions without all the penalties.
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