Protect Your Future with the appropriate insurance coverage
Welcome
Thank you for taking the time to visit the website! If you seek a "comprehensive" approach to protecting your family or business- or need an agent who has experience and training in more complex needs- you are in the right spot to seek additional information.
Biographical Background
Alexander Nejadeh
Serving clients since 1994 with life insurance, health, and supplemental insurance products have been a cornerstone of protection for many years. (California Department of Insurance License Number# OB62164)
Education & Training
University of Southern California, B.S. 2007 - Business | Entrepreneurship Emphasis.
California State University, Fullerton (Certified Financial Planning) Courses through "Open University" (2016-2019) "Completed Required Courses"
Curriculum
The Mihaylo College’s Professional Certificate in Personal Financial Planning Program consists of the seven courses listed below:
- ACCT 308 – Concepts of Federal Income Tax Accounting
- FIN 340 – Introduction to Investments
- FIN 351 – Introduction to Real Estate
- FIN 360 – Principles of Insurance
- FIN 408 – Retirement Planning
- FIN 409 – Estate Planning
- FIN 410 – Theory and Practice of Personal Financial Planning
(Pending Test Date for CFP Exam for 2023)
Fullerton College (General Business Courses) 2015-2019
Brown & Streza LLP - Irvine, California
Advanced Agent Training
* Avoiding Planning Mistakes Using Life/Disability (2019)
* Key-Man & Buy-Sell Planning (2017)
* Advanced Life & Estate Planning (2017)
* Estate Planning Under the New Tax Law (2018)
* Private Retirement Trust Series (2022)
(* Courses Designed for Professionals Serving Clients *)
Experience & Philosophy
Planning Futures
Consultative Approach
Consultative Approach
Over 20 years of experience helping clients prepare for the unknown while meeting their financial goals.
Ask about:
- Life Insurance
- Disability Insurance
- Supplemental Insurance
- Estate planning Techniques
- Long-Term Care Planning
As an independent financial services firm, we can access many different products so you can choose the right products and services that fit within your budget.
Consultative Approach
Consultative Approach
Consultative Approach
MISSION STATEMENT
Providing consulting services to individuals and business markets with unique and individual needs.
OUR APPROACH
Using a consultative approach to design and meet your goals and objectives, you can count on unbiased recommendations and impartial guidance based directly on your needs and goals.
One approach is not correct for every client- and your needs will be different from others.
Committed to Service
Consultative Approach
Committed to Service
Every successful financial strategy starts with an excellent client relationship. Our mission and goal is to exceed the client’s expectations.
Call or email us today to find out how we can plan for long and short-term strategies that will help you realize your financial dreams.
General Concept Graphics
Contact Me
Get Started Today
Hours
Protect Your Income | Plan For Your Future
Updated for "flexibility"
Mon | By Appointment | |
Tue | By Appointment | |
Wed | By Appointment | |
Thu | By Appointment | |
Fri | By Appointment | |
Sat | Closed | |
Sun | Closed |
Important Facts to Consider
Important Information!
Information that is helpful in addressing planning decisions
What Is Pension Maximization_PDF (pdf)
DownloadOut_of_Pocket_Costs (pdf)
DownloadLife_Insurance_Types (GIF)
DownloadIs_Medical_Insurance_Enough (pdf)
DownloadHidden Impact of Cancer Infographic (pdf)
DownloadShort_Privacy_Policy (PNG)
DownloadSimple Explanation of Life Insurance Importance (pdf)
DownloadUpdated_Business_Card (JPG)
DownloadUnderstanding_Disability_Risk (JPG)
DownloadNeed A Life Quote?
IMPORTANT LINKS TO OUTSIDE CONTEnt
Privacy Policy
View this websites privacy policy in the IMPORTANT INFORMATION section
Copyright © 2022 Protect Your Income | Plan For Your Future - All Rights Reserved.
Powered by GoDaddy Website Builder
This website uses cookies.
We use cookies to analyze website traffic and optimize your website experience. By accepting our use of cookies, your data will be aggregated with all other user data.