Our Services
Our Services
How We Work
Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and help take the mystery out of investing, insurance, estate conservation, and preserving wealth.
We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.
Personal Needs
Family Protection
Life Insurance
Disability Insurance
Mortgage Protection through Life Insurance
Income Replacement through Disability Insurance
Long-Term Care Planning
Wealth Accumulation Strategies
Mutual Funds
Annuities
Regular/Roth IRA
Education Funding Strategies
Retirement Planning
Employee Benefits Products
Medical Benefits, including Covered California
Dental Benefits
Vision Care Benefits
Flexible Spending Accounts
Group Life Insurance
Voluntary Benefits
Short/Long-term Disability Insurance
Long Term Care Insurance
Health Savings Accounts
Employee Workshops
401(k) and other Retirement Plans
Business Needs
Business Continuation Planning
Business Overhead Insurance
Disability Buyout
Buy-Sell Arrangements
Key Employee Insurance
Executive Benefit Planning
Deferred Compensation
Individual Disability
SplitDollar/Executive Bonus Plans
Supplemental Executive Retirement Plans
401(k) Plans
Supplemental Executive Disability Insurance
Corporate-Owned Life Insurance
Tax-Qualified Retirement Plans
401(k) & 403(b)
Profit Sharing Plans
Defined Benefit Plans
Simplified Employee Pension (SEPs)
SIMPLE IRA
For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.
don@willnerassociates.com | 510-648-2541
vivian@willnerassociates.com | 510-648-2651