Financial Services

Learn more about other Financial Products and Services available to Western Healthcare Federal Credit Union members through San Francisco Bay Area Agency, LLC. Samantha Sagers-Davenport Financial Services Professional Contact Samantha Sagers-Davenport 925.979.2353 ssagers@finsvcs.com Samantha Sagers-Davenport of San Francisco Bay Area Agency, LLC provides access to an array of investment, annuity, and insurance related products and services. She 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. Samantha's Biography Samantha Sagers-Davenport Financial Services Professional Contact Samantha Sagers-Davenport 925.979.2353 ssagers@finsvcs.com Through trusted, long term relationships, we help families, individuals and business owners develop a strategy for their financial future. By taking a holistic approach to financial services, we help our clients develop a sound, comfortable road map to their financial destinations. Specific areas of focus and expertise include: Protection Products, Tax Reduction Strategies, Retirement, Estate Planning, Education Tuition Products, Investments and Asset Allocation, Business Succession Strategies, 401(k) and Pension Products, and Benefits Design. 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 finance and insurance industry is to help clients achieve their financial goals by helping them make 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 four dogs on weekend outings and day trips. Licensing Samantha Sagers-Davenport is Licensed to sell Insurance in the following states: CA, AZ, OR Samantha Sagers-Davenport is Licensed to sell securities in following states: CA, NC, OR She 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 #0E57325 AZ Insurance License #939588 OR Insurance License #694078 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. Samantha Sagers-Davenport is a registered representative of and offers securities and investment advisory services 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. San Francisco Bay Area Agency, LLC and Western Healthcare 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 CRN201103-116371