Services

Advisory Services

      Personal Finance for:

• Pre and Post Retirees
• Newly weds
• Starting families
• Education planning
• Recently divorced
• Death in family

Investment Services

• Investment Review
• Asset Allocation Review
• Portfolio Analysis

Retirement Services

• Retirement Accumulation Calculations
• Retirement Distribution Planning
• Social Security Planning

Insurance Services

• Different lines of insurance policy review service
• Helps you choose between the various types of Life Insurances ( Term or Permanent or both???
• Beneficiary Designation review and Death Benefit determination
• Disability Insurance Policy review. Helps you clarify the different definitions that each contract offers.
• Planning and positioning assets for Long Term Care expenses.

Business Services

• Business Succession Planning
• Buy Sell agreement funding
• Key man
• Executive Bonus plans
• Pension and 401(k) plan review
• Employee benefits

“Securities and advisory services offered through Mutual of Omaha Investor Services, Inc. Member FINRA (www.finra.org) and SIPC (www.sipc.org.) Mohri Financial & Insurance Services and Mutual of Omaha Investor Services, Inc. are not affiliated. This is not an offer or solicitation in any jurisdiction where we are not authorized to do business. Franklin Mohri – CA Insurance Lic# OC71568

The information provided here is general in nature. It has been obtained from sources believed to be reliable, but no guarantee is made as to its accuracy, timeliness or completeness. The information is not intended, and should not be construed as legal, tax or investment advice. Consult with your legal, tax or investment professional before taking any action based on this information. Insurance products and services are offered by various underwriting companies. Underwriting company is dependent upon insurance product sold.”