Contact Info
Email
(work)
Phone
949-542-2770 (work)
Website
www.jpakfinancial.com (work)
Address
J. Pak Insurance & Financial Services
30212 Tomas
Rancho Santa Margarita, CA 92688 (work)
30212 Tomas
Rancho Santa Margarita, CA 92688 (work)
Work/Education
Work Experience
J. Pak Insurance & Financial Services
/ President
2008 -
Present
J. Pak Insurance & Financial Services was created to provide comprehensive financial planning at no cost to our clients. These complimentary financial reviews assess the status of financial health by going into specific detail about short-term, mid-term, and long-term financial goals. Based upon the results of the individual's analysis, we specialize in the recommendation of options found in the following types of products: Life Insurance, Annuities, 401(k) Rollovers, Retirement Planning, Life Settlements, Long-Term Care Insurance, and Estate Planning. Our focus is to offer numerous product choices to accommodate your family’s expressed financial outlook. With a wide variety of financial tools at our disposal, we pride ourselves in presenting viable solutions that best suit your budget and life-style. We conduct semi-annual and annual reviews with our clients, forging solid, life-long relationships.