Bio coming soon...
Finances are a big part of our lives. It is important to plan and make prudent decisions regarding our financial future. I can help you no matter where you are in life by taking small steps and setting up goals. I offer comprehensive Financial Planning, Retirement Planning, Income Planning, Social Security Planning, as well as Life Insurance. License number 0K65821.
Erika James, LUTCF
Life Underwriters Training Council Fellow Financial Professional
I started and operated Full Circle Finance and Insurance Services in Martinez, CA from 2002 to 2011. During this time, I worked with clients that were single, married, divorced, widow and widowers, to explore their options and provide direction for their individual needs. My passion is working with Baby Boomers - just like me, to prepare a roadmap for their pre and post retirement years.
In the pursuit of your financial goals, it’s important to identify priorities, understand your options, and implement a strategy. My goal is to look at your needs from a holistic viewpoint to help you prepare a comprehensive financial plan. I enjoy helping my clients plan for social security, Income in retirement, Succession planning, and Life insurance planning.
Terri Sewell has more than 17 years of professional experience helping clients prepare for a successful retirement. She listens to her clients carefully, addressing their unique goals as well as concerns.
Josh and his team have over 33 years of combined financial experience. Before helping individuals achieve their financial goals, Josh enjoyed assisting others as a life and music coach. Josh prides himself on being a national top producer and looks forward to helping many others in the future with all their financial needs.