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College Planning

When it comes to investments our biggest is usually our home. For most the second largest...

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college, insurance, business, funding, financial, planning, college planning, college funding, life insurance

Life Insurance

Life insurance is one of the key cornerstones in any financial plan. Funding peace of mind for you...

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Your Business

There are some simple and effective strategies to protect your business and...

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college, insurance, business, funding, financial, planning, college planning, college funding, life insurance

$ Your Money $

You may have an important decision to make. What to do with your money...

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Contact Us

If you would like additional information on a particular subject or have questions of a general nature, we look forward to hearing from you.

Of course, in our continuing efforts to improve our service and provide what our clients want and need, we always appreciate your feedback, comments, and suggestions.

Business Hours:

Monday - Friday, 8:00 am - 5:00 pm by appointment.

Extended Hours and Special Appointments:

During tax season we maintain extended hours and because we work with students and their busy families, we will also schedule evening and weekend appointments upon request.


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Contact Information:
college, insurance, business, funding, financial, planning, college planning, college funding, life insurance29883 Santa Margarita Parkway, Suite 100
Rancho Santa Margarita, CA 92688
USA

college, insurance, business, funding, financial, planning, college planning, college funding, life insurance Phone: (949) 216-9696
college, insurance, business, funding, financial, planning, college planning, college funding, life insurance Fax: (949) 606-8762
college, insurance, business, funding, financial, planning, college planning, college funding, life insurance Website: www.askyouragent.net
college, insurance, business, funding, financial, planning, college planning, college funding, life insurance Email: info@askyouragent.net

 

CA Insurance License #0B95804 - Life, Health, Variable Contracts. Securities offered through American Independent Securities Group, LLC. Member FINRA/SIPC. 1036 E Iron Eagle Dr, Suite 105, Eagle, ID 83616 (866) 485-4635. Fredriksen Financial & Insurance Services is not affiliated with American Independent Securities Group, LLC.