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Financial Services

                 Offered Through AmeriMed

AmeriMed is concerned about your retirement and financial planning. Do you know how much money you will need for retirement? Many employees do not. What we do know is that inflation and taxes will continue to consume your income. We can help you overcome many of the obstacles that you might face in finance, business and, well, life.

We offer for those employees who are affiliated with AmeriMed:

IRA rollovers

New Tax Laws make Rollovers Easier. Recent tax law changes make it much easier to move assets between retirement plans. You may be able to consolidate money from:  

  • 401(K) plans
  • 403(b) plans
  • Governmental 457 plans
  • Other rollover IRAs

Learn more

Insurance

We offer personalized strategies and products to help you increase and preserve your wealth.

It's not just about life and disability income insurance. Financial planning and estate strategies are also important - for both you and your heirs. Discover how life and disability income insurance strategies can help you achieve and protect your financial goals.

Retirement Planning

Principal Protected Guaranteed Annuity Strategies are a popular, tax-deferred investment vehicle for those in or near retirement.

  • A way to save and accumulate money for future needs
  • Flexible income benefit options - helping hedge the risk of living too long and outliving your income
  • Protection against living too long and outliving assets Tax-deferred growth opportunities
  • Guaranteed death benefits

Advisor On Staff

On staff with AmeriMed is Dan Campana, CSA Certified Senior Advisor who has been in the estate planning and financial services industry since 1986. He serves hundreds of clients throughout California. Dan has lectured across the country on topics of retirement planning and has authored numerous articles and reports on retirement and estate planning. He is a member of the Better Business Bureau, a member of the Society of Certified Senior Advisors and a member of the National Ethics Bureau (NEB), an organization of approved financial advisors who have maintained an exemplary record of business ethics.

We look forward to hearing from you!

Ph: 619 574-0466            Fax: 619 574-0468            Email: dcampana@amerimednursing.com


 





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