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Tracy Taguchi

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Tracy Taguchi

Resources

 

Check your Financial Advisor’s license status and background – FINRA.org
U.S. Preventive Services Task Force –  evidence-based information of clinical preventive services
Securities Investor Protection Corporation – SIPC.org
Medicare.gov
Small Business Health Care Tax Credit – IRS.gov
Click here if you’re looking for international travel medical insurances
Access your Social Security Statement online
U.S. Living Will Registry – Store your Advance Directives and Living Wills
LongTermCare.gov – Long Term Care Cost data, statistics and insurance information
State Health Insurance Assistance Program (SHIP) – Local Medicare Help

 

Categories

  • College Savings
  • Estate Planning
  • Life Insurance
  • Long Term Care
  • Medical Insurance
  • Medicare
  • Real Estate Investing
  • Retirement Savings
  • Social Security
  • Stock Investment

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Vista Financial Planning Group, LLC. does not offer tax advice. Information provided by Vista Financial Planning Group, LLC. is not intended to replace the advice of a qualified tax advisor.

The views and opinions expressed herein do not necessarily represent the views and opinions of SCF Securities, Inc. or any SCF-related entity. The information being provided is strictly as a courtesy.

When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through this website. When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to.

*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. Member FINRA/SIPC. Investment Advisory Services offered through: SCF Investment Advisors, Inc.
10150 Meanley Drive First Floor, San Diego, CA 92131, 800.955.2517. SCF Securities, Inc. and Vista Financial Planning Group LLC are not affiliated.

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