Rocio Luna:
562-561-1372
Chances of You or Someone You Depend on Losing Their Income is Greater Than You Think!
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Andrew R. 48, Chino Hills, CA
After separating from my 22 corporate career I was very confused what to do with my 401k - especially when the market started getting volatile and I started losing. I didn't want a repeat of 2020.
Rocio made it clear and easy to understand the benefits of rolling over my 401k. The SAFE Rollover™ plan helped me accomplish everything I needed and wanted - security from losses, access to my money without penalties, lifetime income, an immediate estate and more.
If you are worried what to do with you 401k, I highly encourage you to speak with Rocio at the Financial Architects ASAP!
Protect Yourself With Instant CASH™
Life is full of unexpected surprises. That's why we've designed the Instant C.A.S.H.™ Program -
A comprehensive income shield protecting you against the unexpected.
What's Covered?
Confront life with a disability with confidence. Ease the financial burden, ensuring you can maintain your quality of life and financial stability during this unique journey.
Face life's accidents without financial chaos. Shield yourself from the financial impact of injuries, offering a cushion for recovery without added stress.
Navigate unexpected health shifts without financial worry. Ensure your financial well-being, allowing you to focus on recovery and peace of mind.
Ensure your loved ones' financial security effortlessly and peacefully. Enjoy peace of mind and stability during life's most difficult and critical times.
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The statistics are staggering and here's what you need to know:
More than 50% of American Households rely on 2 income streams
39% of Americans will be diagnosed with cancer in their lifetime
42% of families face financial hardship within 6 months in the event of death (or disability) of a wage earner
Are you prepared for when life throws you a curveball?
Learn how to safeguard your future with Instant C.A.S.H.™ – your key to financial security in the face of life's uncertainties.
Understanding Your Financial Gaps is My Job.
Earning Your Trust is My Priority.
Your Future Depends On It.
Expertise: Rocio is a licensed professional dedicated to providing you the best service, strategy and solutions possible.
Personalized Approach: Every client receives tailored advice that aligns with their specific retirement goals.
Trusted Network: Join our community of satisfied retirees who have found peace of mind with our services.
Ready to protect your income from the unexpected?
Take the first step by filling out our 1-minute survey now!
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Disclaimer: Insurance products and services are offered through DMB Soto Insurance Services Inc. (#0K37904) DBA TFA Insurance Services, DBA The Financial Architects, an affiliated company. Advisory services are offered through The Financial Architects Wealth Management LLC, a Registered Investment Advisor in the State of California.
The information, suggestions, and recommendations included in this material is for informational purposes only and cannot be relied upon for any financial, legal, tax, accounting, or insurance purposes. The Financial Architects will not be held responsible for any detrimental reliance you place on this information. It is agreed that use of this information shall be on an “as is” basis and entirely at your own risk. Information provided is from sources believed to be reliable however, we cannot guarantee or represent that it is accurate or complete. Because situations vary, any information provided on this site is not intended to indicate suitability for any particular investor. Hyperlinks are provided as a courtesy and should not be deemed as an endorsement. When you link to a third party website you are leaving our site and assume total responsibility for your use or activity on the third party sites. Individuals and clients were not compensated for their reviews/testimonials.