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Samantha Sagers-Davenport
MassMutual Financial Group
Financial Advisor
CA Insurance License # 0E57325
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Samantha Sagers-Davenport
(925) 979-2353
Western Healthcare Federal Credit Union is proud to announce another great Financial Solution - Free Financial Planning for all of our members. Samantha Sagers-Davenport of MassMutual Financial Group is pleased to provide financial planning and help you achieve financial well-being. Call Samantha today for your free financial plan.
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Financial Resource Analysis |
Retirement Planning |
- Life & Disability Income
Insurance Needs
- Analysis of Savings and
Investments1
- Retirement Income Needs
- Budgeting and Cash Flow
Study
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- Individual Retirement
Accounts (IRAs)
- Fixed and Variable Annuities1
- Retirement Needs Analysis
- Tailored Retirement Programs
- Long Term Care Insurance
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Tuition Funding Programs |
Investment Products1 |
- College Costs Analysis
- Analysis of Investment
Alternatives1
- Insurance and Investment
Plans1
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- Mutual Funds
- Unit Investment Trusts
- Variable Annuities
- Direct Participation
Programs
- Securities Brokerage
Services
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Estate Analysis |
Business Continuation Planning |
- Hypothetical Probate
Analysis
- Tax Reduction Strategies
- Charitable Giving
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- Funding Option Analysis
- Buy - Sell Strategies
- Family Business Succession
Planning
- Key Person Insurance
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Executive Fringe Benefits |
Employee Benefit Program |
- Executive Bonus Plans
- Split Dollar Insurance
- Deferred Compensation
Funding
- Salary Continuation Plans
- Non-Qualified Executive
Fringe Benefits
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- Life and Disability Income
Insurance
- Pension, Profit Sharing and
401(k) Plans
- Payroll Deduction Plans
- SIMPLE IRAs
- Non-Qualified Retirement
Programs
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1. Securities, investment advisory and
financial planning services are offered by duly authorized Registered
Representatives of MML Investors Services, Inc., member SIPC. Supervisory
Office: 2121 N California Blvd Suite 395, Walnut Creek, CA 94596, Tel: (925)
979-2300. is not a subsidiary or affiliate of MML Investors Services, Inc.
California Insurance Licensing: Samantha
Sagers-Davenport, San Francisco Bay Area Agency, domiciled in CA, CA
Insurance License #0E57325
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Make your appointment today: Call (925) 979-2353.
Protect your family in case of Disability:
Life is full of significant moments, some of them you plan for, like buying a home or starting a new business. Others you don't, like divorce or the loss of a loved one. Either way, these are the events that shape your life. They are also the moments that affect your financial stability. Protecting yourself in case you or your spouse becomes disabled provides you with a tremendous sense of security.
Your Financial Advisor can help. To learn more about Disability Insurance go to:
http://producers.halfapaycheck.com/?12736
About Samantha Sagers-Davenport
Samantha Sagers-Davenport
MassMutual Financial Group
Financial Advisor
CA Insurance License # 0E57325
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Samantha Sagers-Davenport
(925) 979-2353
Samantha
is a graduate of California State
University Hayward, where she obtained her Bachelor’s Degree in Business
Administration with an emphasis in Finance and Real Estate Management.
Samantha’s goal in the financial planning and insurance industry is to help
clients achieve their financial goals by making logical, responsible, and well
educated decisions. Her focus will be
on investment and retirement strategies, insurance protection, and strategic
business planning.
In addition
to holding a California Life Insurance License, Samantha is a Registered
Representative of MML Investors Services, Inc. allowing her to offer a wide
spectrum of financial services.
Samantha has been a resident of the bay area all of her
life and currently resides in the city of Brentwood with her husband,
Michael. Samantha enjoys spending her
spare time with her husband and their two dogs on weekend outings
and day trips.
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1. Securities, investment advisory and
financial planning services are offered by duly authorized Registered
Representatives of MML Investors Services, Inc., member SIPC. Supervisory
Office: 2121 N California Blvd Suite 395, Walnut Creek, CA 94596, Tel: (925)
979-2300. is not a subsidiary or affiliate of MML Investors Services, Inc.
California Insurance Licensing: Samantha
Sagers-Davenport, San Francisco Bay Area Agency, domiciled in CA, CA
Insurance License #0E57325
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