Welcome

 

Wealth Management:  Creating and Preserving Wealth for over 25 years.

 

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Mission: To be your reliable source for financial information and agent to carry out your plans. To provide cutting edge ideas and concepts and innovative plans and solutions to realize your financial goals. Specializing in health insurance    http://www.quotit.net/eproIFP/webPages/infoEntry/InfoEntry.asp?license_no=M2QBMQ

and the tax favored use of life insurance, annuities and residential real estate to increase your odds of financial freedom.

If you are ready to take advantage of the current real estate buyers market, let me help you locate and negotiate your new home purchase.

            by referral 

Phone 760-505-7310

Fax     619-923-2820

E-mail mfwertin@earthlink.net