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World System Builder  

2010 Falcon Ridge Drive - Petaluma, CA 94954
We are financial professionals that work with a group of specialists the create plans for business owners, we make sure we find additional deductions, at the same time potentially protecting and keeping their best employees.

Patricia Kite - 707-208-8677  

Financial Advisor

Services
401-k Rollover Assistance
401k Plans
Aircraft & Aviation Insurance
Business Brokerage & Consulting

Licenses
Insurance Life and Health License 0E26912

Insurance
Some of the services I provide include: Long Term Care, Retirement Benefits, Final Expenses, Annuities, 401K, Sep and Simple IRAs, 529 College Plans, Life Insurance, Emergency Fund as well as Estate Planning

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Questions & Answers
Q: What advice would you give to a customer looking to hire a company like yours?
A: The company I represent Aegon has been established since 1844 and has been a leader in the financial arena. The company represents a group of professionals who work with specialists in creating plans for business owners to make sure we meet all their financial needs from Long Term Care, Retirement Benefits, Final Expenses, Life Insurance, Annuities, 529 College Plans, 401K, Sep and Simple IRAs, Final Expenses, Emergency Fund.

Q: What is the most common type of project or service your company provides?
A: My company provides: Long Term Care, Retirement Benefits, Annuities,401K, Sep and Simple IRAs, 529 College Plans, Final Expenses, Life Insurance, Emergency Funds, Disability Insurance, Critical Care Insurance, Estate Planning to include Wills and Trusts

Q: In what ways is your company environmentally friendly?
A: We reach out to companies that are good to the environment and drinking water.

* All information in this profile, including licensing, has been provided by World System Builder. This information is not verified by ProMatcher.

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