I started hosting seminars in 1987 with a local attorney who specialized in living trusts. At the time, my business focused on long term care insurance. The partnership was perfect. We spoke to 1000s of people over the years, helping many to plan their estates and to secure their future from health care expenses.
As I morphed into the securities business in the late 1990s and became an investment advisor in 2007, I decided to host smaller events as a way of providing information in a more personal setting where it was easier for guests to ask questions. They have been a win/win for all concerned as many people have had numerous questions answered (even if they decided to continue as they were) and a few became clients.
The events are always come as you are and bring your questions. My 40 years of experience in estate planning, securities, investment advising, and long term care are at your disposal. If you are already a client, we love to have you come and it's even better if you bring a friend.
We look forward to seeing/meeting you.
member FINRA and SIPC, a registered broker/dealer and registered investment advisor.
6627 Bay Laurel Pl, Avila Village, CA 93424
Phone: 805-473-6679 Fax: 805-258-5476
CA Insurance License #0703952
Branch Office: 1186 E. Grand Ave., Arroyo Grande, CA 93420
Paine Financial Services and Centaurus Financial Inc are not affiliated.
Neither Paine Financial Services or Centaurus Financial, Inc. offer tax or legal advice.
This message is intended for residents of the United States of America in certain states only.
Please check with us to ensure we are registered in your state.
No investments are offered without a prior prospectus
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