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Tracy Taguchi
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Tracy Taguchi

Credentials

I have following licenses and designations.

<License Numbers & Designations>

California Life & Health Insurance License # 0B41922
Oregon Life & Health Insurance License #747760
Washington Life, Health & Disability License #747867
FINRA Registration Series 6 & 63
Washington Notary Public - Commission # 145338
Oregon Notary Public - Commission # 445025
California Real Estate Broker License # 01234992

Chartered Senior Financial Planner
Certified Asset Protection Planner

<Specialized Areas of Expertise>

  • Health & Life Insurance for Individuals, Families & Groups
  • Reverse Mortgages
  • Long Term Care Insurances
  • Medicare Supplement Insurances
  • Retirement Planning
  • College Savings
  • Tax deferral strategies for Real Estate Investors
  • Estate Planning
  • Asset Protection

My goal is to help my clients to reach their financial goals. Because my highest value is integrity, I always advise my clients as to what are the best options for them, based on their specific situation and desired outcomes.

Feel free to call me for a no-cost consultation and evaluation of your situation.

Securities and insurance related services and quotes may not be provided to individuals
residing in any state not listed below.
This information is intended for use only by residents of the following states: California, Oregon, Washington
We are registered to sell Insurance Products in the following states: California, Oregon, Washington
We are registered to sell Securities in the following states: California, Oregon, Washington

*Variable Products and Mutual Funds are not insured by the FDIC;
may involve investment risk, including the possible loss of the principal amount invested.
You may obtain a current prospectus, which contains more complete information about the
investment companies being offered, from your financial consultant.
Please read the prospectus carefully before investing.
All products and features may not be available in all states.

*Securities offered through SCF Securities, Inc. (800) 955-2517 Member FINRA/SIPC
155 E. Shaw Ave., Suite 102, Fresno, CA 93710
Tel (559) 456-6108 Fax (559) 456-6109
Tracy Taguchi is a registered representative of SCF Securities, Inc.

Copyright © 2006-2010 Tracy Taguchi, All Rights Reserved