Robert (Bob) Quevedo  |  BobQfinancial.com
Financial Planning, Insurance, Investments, Retirement


Bob Quevedo • Financial Planner • Investment Planning


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.
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    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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    Financial Planning

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    Robert Quevedo

    Bob Quevedo

    BobbyQ

    BobQ



          



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    Imagine your future financial dreams coming true!

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