Comprehensive Financial Planning & Wealth Management with Tax Advising

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Comprehensive Financial Planning & Wealth Management with Tax Advising

Located in Santa Rosa also serving Petaluma, Novato, Rohnert Park & Windsor

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Personalized Insurance

Annuities

From browsing rates and applying to general inquiries concerning annuities, you can depend on my expertise and unbiased recommendations. I can present you with the advantages and help you make the best decisions for your financial future.

Reach out to me now at (707) 538-8027 to schedule a consultation.

Life Insurance

When choosing the best life insurance coverage for you, it can be helpful to have a professional like the one at A.E.I. Financial Group guiding the way. Whether you’re in the market for term life insurance, whole life insurance, or something more specific, I can find you the best coverage at the lowest cost.

Get in touch with me now at (707) 538-8027 to set up a free consultation. I’ll advise you on which life insurance policies are right for your needs.

Senior Life Insurance

Purchasing life insurance is something that crosses almost everyone’s mind sooner or later. You may be unsure if it is the right time, or perhaps you have not found the best company to suit your needs. You know that eventually, you will need to make a decision, but with so many options out there, it can be daunting.

A.E.I. Financial Group is here to make that choice simpler. I’m honest and accommodating and will help you choose a plan that suits your needs and lets you get back to enjoying life.

Kaiser Individual Health Insurance Plans

Open enrollment for your individual or family Kaiser Permanente health insurance plan is now available through A.E.I. Financial Group's online enrollment portal.

Contact now to get a free estimate
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