Invest WITH SAFETY FIRST

Helping you plan a bright future!

About Us

Planning Futures

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Since 2000, We have helped create programs and portfolios to meet long-term financial goals. Have questions about investments, taxes, retirement, and/or estate planning? One of our credentialed professionals would be glad to help. 

A Proven Approach

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We start by clarifying YOUR CURRENT Financial picture. and explain the different ways we can help. Then we analyze your goals and compare them to your current portfolio. Then we recommend an investment strategy designed to meet your risk tolerance.

DO YOU HAVE A LOW OR HIGH RISK TOLERANCE?

Why Us?

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Our team is comprised of people with different kinds of finance experience, but we all have this in common--a commitment to ethics and integrity. We’re all fully licensed and credentialed. And you can count on unbiased recommendations and impartial guidance.

Our Team

RETIRE WELL FINANCIAL ROADMAP

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Mike Studebaker, President CEO began his investment career in April 1992. He has always went by the golden rule. His customer's are golden. He has always wanted the very best for his clients and only uses  investments that are safe and are in the top ten in the country.

His clients have never lost a dime. That's pretty impressive.  He takes the position that you should use your interest in the future not your principle. He can help you do just that and more.  

HE CAN HELP YOU BUILD A GREAT RETIREMENT ROAD MAP. 

STUDEBAKER INSURANCE SERVICES  CAL. LIC. # 0500737


BE SURE TO CHECK OUR BANK AND CREDIT UNION RATES

CURRENTLY GETTING 5.09% ON SAVINGS AT A 

MAJOR CREDIT UNION  NCUA INSURED

ALSO 3.33% MAJOR BANK SAVING ACCOUNT 

FDIC INSURED

PLUS A 2.30% INTEREST ON MONEY MARKET ACCOUNT 


























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GO TO NATIONAL RETIREMENT BENEFITS ASSOCIATION WEBSITE NRBA.ORG TO FIND out more
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EXCITING NEWS

Do you want more interest on your money?

We now have a 6% fixed INDEX annuity with a 8% bonus which makes grand total of 14% 1st year. How's that for exciting?

NOW IS THE TIME TO GET MORE INTEREST. CALL US AT 1-888-286-4615 OR LOCAL 619-552-7990

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RETIRE WELL FINANCIAL.COM

Hours

Monday - Friday: 9am - 5pm

Saturday - Sunday: By appointment


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