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SoCal Networking, Inc
8600 Beach Blvd #102
Buena Park, CA 90620
P: (888) 476-5350
info@socalbni.com

 

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Jaci Haas

Phone 657-333-0670
Direct Number 949-698-1882
Mobile Number 657-333-0670
Toll Free 800-325-8907
Fax 949-270-0971
Website http://www.seemanholtz.com/

Newport Beach, CA

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Jaci Haas

Seeman Holtz
Chapter: Trusted Referral Partners BNI

Financial, Financial Advisor



My BusinessI specialize in retirement income planning. This strategy really comes into play about 10 years before retirement and then throughout a persons entire retirement years. I take a very comprehensive approach with all my clients which includes looking a tax efficient accounts, long term care coverage, inflation protection, etc.

Ideal ReferralSomeone that is planning to retire in the next 10 years or who is already retired. Someone who has recently changed jobs or has been laid off.

Top ProductWhatever suits my clients needs. I am more interested in the goal then we can figure out the product.

Top Problem SolvedHelping my client set up and fund a retirement plan in 1 day to meet her tax deadline. I made a couple calls and we were able to get it done in time.

My Ideal Referral PartnerEstate Attorney, Accountant, HR Consultant, Group Benefit Broker, Bookkeeper