Bio coming soon...
I have been a musical coach and for the past 19 years and I have been coaching musicians on how to perfect their instruments. During the last 11 years I have been life coaching my peers through my Church. Professionally I enjoy coaching my clients on retirement income, Social Security, and succession planning.
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.
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.
Terri Sewell is a Financial Professional with more than 17 years of experience helping clients to set themselves up for a successful and stress-free retirement plan. Terri has built a reputation as “the Agent who really cares”. She listens to her clients to discover what their goals are, as well as addressing their fears and concerns. Terri has a ready smile and finds joy is serving her clients.
Are your personal and business financial strategies up-to-date? A quick look at what's changed over the past year can help provide the answer. My team and I can help with that and help you to plot a course to achieve your goals. Since 2013, I've helped clients from all different walks of life to do just that.
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.