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Financial Services


Learn more about other Financial Products and Services available to
California Pacific Federal Credit Union members through True North Financial Group.


         

 


Sam Oceguera
Financial Services Professional

Contact Sam Oceguera
(510)789-2408
soceguera@finsvcs.com

Sam Oceguera of True North Financial Group provides access to an array of investment, annuity, and insurance related products and services. He will discuss your financial goals and work with you to build a financial strategy to help make your goals a reality. Your strategy may utilize mutual funds, annuities, life insurance, disability income insurance or long term care insurance.

Products & Services

Financial Products & Strategies

• Life and Disability Income Insurance
• Retirement Income Needs
• Budgeting and Cash Flow Study

Retirement Products & Strategies

• Individual Retirement Accounts (IRAs)
• Fixed and Variable Annuities
• Retirement Needs Analysis
• Tailored Retirement Programs
• Long Term Care Insurance


Tuition Funding Programs

• College Costs Analysis
• Insurance and Investments


Investment Products

• Mutual Funds
• Unit Investment Trusts
• Variable Annuities


Estate Planning

• Tax Reduction Strategies
• Charitable Giving
• Hypothetical Probate Needs Analysis


Business Continuation Strategies

• Funding Option Analysis
• Buy - Sell Strategies
• Family Business Succession
• Key Person Insurance


Executive Fringe Benefits

• Executive Bonus Plans
• Split Dollar Insurance
• Deferred Compensation Funding
• Salary Continuation Plans
• Non-Qualified Executive Fringe Benefits


Employee Benefit Program

• Life and Disability Income Insurance
• Pension, Profit Sharing, and 401k Plans
• Payroll Deduction Plans
• SIMPLE IRAs
• Non-Qualified Retirement Programs

Not all products and services offered through MassMutual.

Licensing

Sam Oceguera is Licensed to sell Insurance in the following states:  CA
Sam Oceguera is Licensed to sell securities in the following states:  CA
He cannot communicate with nor respond to inquiries from users who reside in jurisdictions where he is not licensed to conduct insurance or securities business.
CA Insurance License # 0F83579
 

Neither MassMutual nor any of its employees or agents are authorized to give legal or tax advice.  Consult your own personal attorney legal or tax counsel on specific legal and tax matters.

Sam Oceguera is a registered representative of and offers securities through MML Investors Services, Inc., member SIPC www.sipc.com . Supervisory office, 2121 N. California Blvd., Ste 395, Walnut Creek, CA 94596 (925) 979-2300.  Insurance offered through Massachusetts Mutual Life Insurance Company (MassMutual) and other fine companies.  True North Financial Group and California Federal Credit Union are not subsidiaries or affiliates of MML Investors Services, Inc or MassMutual.

• NOT A BANK OR CREDIT UNION DEPOSIT OR OBLIGATION
• NOT FDIC OR NCUA INSURED
• NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
• NOT GUARANTEED BY ANY BANK OR CREDIT UNION
• MAY GO DOWN IN VALUE

CRN201107-122423


California Pacific FCU- Sharing In Your Future

 

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