Hello, My name is Robert (Bob) Quevedo. I'd like to help you
with your Insurance, Investments, and Retirement Planning. I'm a
Financial Services Agent with World Financial Group. WFG is owned and
backed by the Aegon Corporation, over 700 billion dollars strong and
over 150 years in business. Aegon is well-known globally, and you may
know it as the owner of Transamerica.
My passion is helping you and yours achieve your short and long term
financial dreams and goals.
If you
would like to arrange
for a free financial consultation for you, your family, or your group,
or if you have any questions, please contact me, Bob Quevedo.
Insurance, Investments, and Retirement Planning
for California Families
“Few plan to fail,
but many fail to
plan.” • “It's never too early, or too late, to
plan your future.”
Planning for Retirement?
Let our investment experts help you put a plan together that will get
you to retirement in sound financial shape.
Investment Options?
With so many options to pick from these days, our team of investment
experts can help pick the right investments for your individual needs.
Glossary
A 529 plan is a tax-advantaged savings plan designed to encourage
saving for future college costs. There are two types of 529 plans:
pre-paid tuition plans and college savings plans.
An annuity is a financial contract between you and your life
insurance
company.
A variable annuity is a deferred annuity that allows you to
participate in the investment of your annuity funds by selecting
accounts where your purchase payment will be invested. Variable
Annuities are sold by prospectus. Variable annuities allow for flexible
premiums and single premiums.
There are two types of IRA’s, Roth and Traditional. Both types
help you save for retirement and offer tax benefits. You can contribute
to both a 401(k) and an IRA. Roth IRA's offer federally tax-free growth
and penalty free withdrawals (some restrictions apply.) There are
income and eligibility requirements. Siple IRA’s, SEP IRA’s, 401(k)
Programs and 403(b) Plans allow you different requirements, options and
benefits.
A mutual fund is an investment company that makes investments on
behalf of individuals and institutions who share common financial
goals.
Life insurance is financial security that can help replace a lost
income and help family members or business partners in the event of the
death of a wage earner.
Long-term care insurance can help protect your financial
security. Long-term care insurance is designed to help create a safety
net of security if you are no longer able to care for yourself at some
point during your life. Neither traditional medical insurance nor
Medicare pays for most of these services, and Medicaid does not pay
unless the individual qualifies for welfare assistance.
Business Retirement Plans, defined contribution retirement plans.
Profit sharing, Money purchase plans, 401(k) plans, 403(b) plans, TSA,
457 Plans, Simplified Employee Pension Plans, Simple IRA and Simple
401(k). These contributions to thsese plans are pre-tax and the earning
growth tax-deferred.
Investors should carefully consider the investment objectives
and risks before investing. To obtain more information, please contact
your WFG Representative, Bob Quevedo.
Disclaimer: Investment and insurance products and services
offered through Vaught Muela Insurance Services. Member FINRA / SIPC.
Products and services made available through WFG are not insured by the
FDIC or any other agency of the United States and are not deposits or
obligations of nor guaranteed or insured by any bank or bank affiliate.
These products are subject to investment risk, including the possible
loss of value.
If you
would like to arrange
for a free financial consultation,
or have any questions,
please contact me, Bob Quevedo.
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Products offered thru
Vaught, Muela Insurance
and other affiliates
Insurance
Auto,
Home, Personal
Property
and
Casualty Insurance
Life
Insurance
Disability
Insurance
LTC,
Long
Term Care Insurance
Estate
Planning
Mutual
Funds
IRA,
Roth, Retirement Accounts
Variable
Annuity
College
Financing
529
College Savings
Plans
California
Scholarshare Savings Plan
Financial
Planning
for
individuals and
families
living
in California.
Robert Quevedo
Bob Quevedo
BobbyQ
BobQ
v.0.3
