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Products & Services

Wealth Management

With seemingly endless obstacles and issues to finding simple and efficient ways to put your money to work for you, there needs to be a solution that can help you manage your money and help you work toward a more sound financial future.

And there is…

The Transamerica® ONE Wealth Management Platform was created to help people with modest amounts of investable assets have their money professionally managed  — something previously available only to wealthy investors. With Transamerica® ONE Wealth Management Platform, it’s your turn to have your money work for you.

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Annuities

If you want to learn how to tailor your retirement strategy supplement your retirement income, you may want to think about protecting your income with an annuity.  

Annuities are long-term investments designed to help your retirement in two vital phases: accumulation and distribution.

It's important to discuss with your financial professional if this is an appropriate option for you.  For some, it can work great.  For others, it's not the best fit.  That's why we encourage you to understand how they work and what your options are.


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Life Insurance

When preparing for your family's future, it's important to cover your bases. Protection can be an important key to success.  At TFA-Temecula, we're dedicated to serving clients and their families with the solutions and support to help them with their long-term wellness.  

Put simply, life insurance could be the most important purchase you ever make.  We offer a wide variety of products and services from term to universal life, and everything in between – because life happens.


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Mutual Funds

Mutual funds enable you to pool your money with other individual investors to purchase stocks, bonds or other assets. Together, you share the potential risks, rewards and expenses of whatever investment strategy you choose.
 
No matter what your investment goals are – whether saving for an emergency fund, a new home or retirement – mutual funds can may be an excellent addition to your portfolio.


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Individual Retirement Accounts

An individual retirement account (IRA) can be a tax-advantaged way to invest for retirement.  It can serve as your primary means of investing for retirement, or you may be able to open one in addition to your employer's plan.  When you have a retirement account with a former employer, sometimes it can make sense to roll your assets into an IRA to give you a bit more freedom.

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Estate Planning

Many people mistakenly believe that estate planning is only necessary for the wealthy.  In reality, a basic estate plan is essential for everyone, regardless of income or net worth, because we all want to minimize confusion, unnecessary costs, and stress for loved ones after a death.  

Estate planning can be a difficult topic for many families to address, but it’s a necessary one.  Without proper preparation and documentation, assets—like houses, retirement plans and savings accounts—can end up in probate limbo for years, sometimes requiring expensive legal assistance to straighten matters out.  The probate process often requires a lot of technical paperwork and court appearances, and the resulting legal and court fees are paid from estate property—reducing the amount that’s passed on to heirs.

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529 Plans

A 529 plan is a tax-advantaged way to save for a child's college education.  It can also be used to save for K-12 private-school tuition.  There are two types of 529 plans: college savings plans and prepaid tuition plans.  These plans are administered by the states, and there is also a 529 plan operated by a group of private colleges and universities.

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403(b)/457 Plans

403(b) and 457 plans are tax-deferred retirement savings programs provided by certain employers. Employers such as public educational institutions (public schools, colleges and universities), certain non-profits, and churches or church-related organizations may offer 403(b) plans.  Employers such as state and local government agencies and certain non-profit organizations may offer 457(b) plans, while a 457(f) is for highly-paid non-profit employees.

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Business Solutions

Transamerica companies have been helping customers create better futures for more than a century.  Your employees trust you to provide them with meaningful benefits.  Let TFA-Temecula help you make better tomorrows for your employees.

Customized retirement plan solutions

Transamerica provides customized retirement plan solutions for more than 17,000 small- and mid-sized businesses, including:

  • Defined contribution plans    
  • Defined benefit plans
  • Multiple Employer Plans
  • Single premium group annuities

Voluntary benefits help employers

Because employees choose to purchase these extra benefits for themselves, employers can offer them at no cost to the company while employees gain access to benefits at a competitive cost, so everyone wins.  Voluntary benefits are a valuable supplement to traditional medical insurance offering cash benefits to help with deductibles, lost income due to missed work and other expenses.  

Employers know the best results in business come from an engaged, satisfied workforce.  Company benefits work hand-in-hand with competitive compensation packages to help recruit and retain the best people for the job.

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Providers

TFA-Temecula offers clients the power of choice by representing well-known providers and a variety of products to help clients based on their needs.  These providers include:

  • Jackson
  • Pacific Life
  • Prudential
  • Nationwide
  • Transamerica Life Insurance Company
  • Transamerica Premier Life Insurance Company
  • Mutual of Omaha
  • Lincoln
  • John Hancock
  • Voya
  • and many more!

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