Mark Molina 

CONNECT

Address:

Foutaingrove Office:
3558 Round Barn Blvd
Suite 203
Santa Rosa, CA 95403

Petaluma Marina Office:
755 Baywood Dr.  
2nd Floor 
Petaluma, CA  94954

Phone:

(707)774-7198

Asset Preservation Strategies

There are many ways to look at asset preservation and a variety of ways to address this problem.  The key is to figure out what makes the most sense for you and your personal goals. 

This could include a wide range of products such as a balanced investment portfolio, insurance, LTC insurance, annuity, or a combination of all the above.  Through a comprehensive review of your current investment goals, we will be able to pull together the most appropriate options for you.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck