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1st Choice Financial Protection Inc. DBA California Diversified Insurance Service
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  • Quotes
    • Health Insurance Quote
    • Medicare Quotes >
      • Medicare Supplement Coverage Quote
      • Medicare Advantage Plan Quote
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    • Life Insurance Quote
    • Annuity Quotes
    • Critical Illness Insurance Quote
    • Dental Insurance Quote
    • Final Expense Insurance Quote
    • Long Term Care Insurance Quote
  • Service
    • Update Contact Info
    • Contact My Carrier
    • Free Consultation
    • Online Documents
  • Insurance
    • Health Insurance
    • Medicare >
      • Medicare Supplement Coverage
      • Medicare Advantage Plans
      • Medicare Prescription Drug Plans
    • Life Insurance
    • Annuities
    • Critical Illness Insurance
    • Accident Insurance
    • Dental Insurance
    • Final Expense Insurance
    • Financial Planning
    • Long Term Care Insurance
  • About
    • Staff Directory >
      • Ray Ghamsari
      • Yolanda Hernandez
    • Client Testimonials
    • Refer a Friend
    • Insurance Carriers
    • Agency Photo Gallery
    • Newsletter Signup
    • Resources
    • Blog
    • News
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Financial Planning

Let's protect your financial future. Speak with our financial experts about available solutions for savings, retirement, investments and more.

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What is a Financial Planner?

A financial planner or personal financial planner is a professional who prepares financial plans for people. These financial plans often cover cash flow management, retirement planning, investment planning, financial risk management, insurance planning, tax planning, estate planning and business succession planning for business owners.

Financial Products

Here are a few of the financial products we assist clients with:
  • Annuities - Fixed Annuities, Fixed Index Annuities, Income Annuities, Annuity Living Benefits
  • IRAs - Rollover IRAs, Traditional IRAs, Roth IRAs, IRAs for Spouses, SEP IRAs, SIMPLE IRAs
  • Life Insurance - Term Life Insurance, Universal Life Insurance, Indexed Universal Life Insurance, Variable Universal Life Insurance, Survivorship Life
  • Workplace Retirement Plans - 401k Plans, 401a Plans, 403b Plans, 457 Plans, SEP IRAs, SIMPLE IRAs
  • College Savings Plans - 529 Plans, Coverdell Education Savings Plans, UGMA and UTMA Custodial Accounts
  • Employee Benefits Plans - Critical Illness, Accident Insurance, Group Life Insurance, Group Disability Insurance.

You may or may not qualify for all or any of the options above. The best way to find out your best options is to schedule a free consultation with our financial specialists today.
(714) 454-5589
1682 Langley Ave
Irvine, CA 92614​
Click Here to Email Us
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We are licensed in:

  • California 0781600
  • Arizona 687563
  • Oregon 687563
  • Louisiana 687563
  • Michigan 687563
  • North Carolina 687563
  • South Carolina 687563
  • Texas 687563
  • Virginia 687563

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1st Choice Financial Protection Inc.
DBA California Diversified Insurance Service

Corporate License #OG53209
Personal Insurance License #0781600
​(Texas Only) Texas License: #919986
Massachusetts License #2036441
​
1682 Langley Ave
Irvine, CA 92614
(714) 454-5589 ​
​Click Here to Email Us

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