Mike Loo, Financial Advisor in Irvine, CA
Category
General Information
Locality: Irvine, California
Phone: +1 949-221-8105 Ext 2128
Address: 2601 Main St, Suite 200 92614 Irvine, CA, US
Website: www.mikeloo.com
Likes: 147
Reviews
Facebook Blog
There may be more you need to do before moving into assisted living. Find out how to be prepared in the Podcast! https://hubs.ly/H0KCtT-0
On average nearly 40% of a retiree's income will come from #SocialSecurity. Are you getting the most from your benefit?
Deciding when to take #SocialSecurity is one of the most important decisions a person faces when preparing for #retirement. You’ve worked hard to get to this point. You retire. Let me help with the rest.
Worried about #retirement income or outliving the money you've saved 30 years for? Consider optimizing #SocialSecurity and adding guaranteed income to your broader retirement income strategy. Let's chat.
Get personalized information on how to develop a strategy for your #SocialSecurity benefits. That's what I'm here for.
For most people, preparing for #retirement has primarily focused on saving. What are your plans to trade your work paycheck for your retirement paycheck to create a stream of retirement income that may stretch decades into the future?
As their business grew, Sherri and John asked their #financialprofessional for a #lifeinsurance needs analysis. They needed more, so they increased their coverage. Soon after, Sherri discovered a lump and was diagnosed with breast cancer.
The Chich family was looking forward to welcoming their fourth child, but tragically Jenny died while giving birth. The #lifeinsurance policy they had allowed Jim to take a yearlong leave of absence from his job to care for newborn Emma and the boys, who were all younger than 6.
Did you know you can make a big difference while you’re here and after you’re gone by donating your whole #lifeinsurance benefits to your favorite charity? Let me help.
When Robyn lost her ongoing fight with breast cancer, #lifeinsurance did what it was meant to: pay for medical bills and allowed her family to continue living in their home without financial concerns.
Our economic life value #calculator can help you estimate your family’s financial loss if you passed away today. Find out how much #lifeinsurance you really do need. http://tinyurl.com/y47modld/
After developing Parkinson’s disease, Kelley the family breadwinner eventually became unable to work and care for herself. Fortunately, her #financialprofessional made sure she’d increased her #lifeinsurance over time and had living benefits.
Your family and loved ones rely on you. But how much #lifeinsurance do you actually need to protect their financial lifestyle after you're gone?
You're preparing for #retirement and watching the market. But is #lifeinsurance part of your protection strategy? It can have a big affect on how your financial future plays out.
Thankfully, the Kovacic family had #lifeinsurance. Michael was young, fit and healthy. While he crossed the 10k finish line, he collapsed and died. Traci says, the paychecks stopped immediately, but I still had to keep the lights on, buy food, pay the mortgage and take care of the kids. Having life insurance meant I didn’t have to make any immediate decisions or sell the house.
Are your decisions and insurance products working to provide all of the protection you and your loved ones need? Let’s chat about it. #lifeinsurance
Forrest was just 10 when his mom was diagnosed with breast cancer. Four years later, Forrest, his brothers and father were devastated when she passed away. Their grief was compounded because she didn’t have #lifeinsurance.
Protect your family. Learn about your options for #lifeinsurance protection. http://tinyurl.com/y6ghsa2y/
Work another year? It may be worthwhile. #retirement
Talk with your financial professional about #diversification.
Popular Listings
Christina Liu
2201 Walnut Ave 94538 Fremont, CA, US
+1 510-882-0821
Financial service
Supreme Lending
1810 Gateway Drive, Suite 230 94404 San Mateo, CA, US
+1 650-409-5402
Financial service, Mortgage brokers, Bank
Mengning "Frank" Zhou at MassMutual Northern California
2201 Walnut Ave Ste 260 94555 Fremont, CA, US
+1 510-789-2400
Retirement and care home, Financial service, Investment management company