Liz Bodman-Perez's Contact Details

Liz Bodman-Perez's Company Details

Financial Planning & Investing - www.ComprehensiveFinancial.net * Tactical & Strategic Approaches for Stocks, Bonds, Mutual Funds * Investment Counseling & Advisory Services for Individuals & Employee Groups * 401(k), Defined Benefit, Profit Sharing, SIMPLE-IRA, SEP, Stretch IRA's * Accumulation for College Tuition – 529 Plans * Branch Manager - Licensed Series #24, #51, #7, #63, #66 * Every person has their own "comfort zone" Insurance * California Insurance License #0739360 * Life, Disability, Health Plans * Long-term Care and Medicare Supplements * Providing for Change in Business Ownership * Commercial Insurance Packages through Frankel & Associates Insurance Services Estate Planning * Overview for your attorney's implementation of Living and Irrevocable Trusts, Charitable Trusts, Special Needs Trusts, Family Partnerships Realty & Lending with Perkins Properties – RealEstateVision@yahoo.com * California Real Estate Broker #01868762 * Direct Purchase and Sale of Houses or Apartments * Multiple Listing Services (MLS) accessing Greater Los Angeles * Residential Loans - through affiliation with Bank of Internet and independent brokers