Sean shared: “It’s guaranteed income for the lifetime of the of the client. And this really came about when we were doing exit strategies for our educators and actually a lot of our different clients who have pensions, because most of the times in their pension formula, there’s usually a downfall or shortfall of what their salary is compared to what their pension is going to be.”
About Sean Vazquez
Sean has been in the Financial Advisory field for over 13 years. He has specialized in working with school district staff on educating them on how exactly their CalSTRs and CalPERS actually work, and their options to close the pay gap in their pension. He has enjoyed educating clients on how to maximize their pension as well as introducing them to tax-free alternatives. I have also worked with small businesses, Buy-Sell agreement options, and other opportunities for businesses to protect their interest as well as ways to retain their key employees.
Sean continues to educate himself to make sure that he’s up to date with new products and services that will benefit his clients.
Adding Long Term Care plans recently to their scope of service has been beneficial to many of the clients, and he sees it as an underserved market that will have a huge impact on their clients’ estates, taxes, and even dignity. Sean loves what he does and has a passion to serve.
Learn more: http://www.pmv.financial.com/
