Michael Kortz--San Clemente, CA USA






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Category: Financial

Michael Kortz
Michael Kortz, RFC, RR - Financial Planner
800 S. El Camino Real
Suite 200
San Clemente, CA 92672   Map It
USA
Telephone: (949) 226-8390
Degrees: Bachelors Economics (1989) University of California, Irvine
Concentration: Financial Planning, Retirement Planning, Health Insurance Agent, Life Insurance Agent, Employee Benefits, Planning for Small Businesses, Long Term Care Insurance, Disability Insurance, Tax Strategies, Investment Advisor
Qualifications: Serving small businesses and individuals since 1999. See my website for rave reviews.
Flat Fees / Pricing Info.: Financial Plans can be done on a flat fee or hourly basis. Comprehensive plans and modular plans are available, including Post Retirement Cash Flow Projections, Accumulation Projections, Risk/Volatility Analysis, and Asset Allocation Design.
Web Site: http://tfp8.com
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