PERSONAL SERVICES

Council Financial and Insurance Services provides individuals and families with innovative, cutting-edge products and services to help them grow, protect and conserve their wealth through all stages in life. Taking into account your needs, goals and tolerance to risk, we will work with you to bring clarity to where you’re going and how to get there. Some of our key services are detailed below.

Retirement Planning

401(k) and IRA Rollovers

Asset Protection

Estate & Legacy Planning

Disability & Long Term Care Insurance

Charitable Planning

Annuities

Life Insurance

Risk Management

Tax Free Wealth Accumulation

Neither New York Life Insurance Company, nor its agents, provides tax, legal or accounting advice. Please consult your own tax, legal or accounting professional before making any decisions.

Our Offices

One Sansome, Suite 3500,
San Francisco, CA 94105

730 West Grand Ave. Suite 3107,
Escondido, CA 92025

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