Welcome to
Lifetime Strategies For Wealth Preservation
Enlightened Insurance Solutions

CURRENT EVENTS

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Clients have said:

Doug Waagen is extremely sensitive to client needs. I feel my financial future is safe in his more than competent hands.
Julie S. - San Mateo, CA

Once in awhile, if you’re lucky, you meet someone who combines compassion, empathy, a knack for business, and a calling to do the best for the people he represents – someone you can unequivocally trust. That person is Doug Waagen. I invite you to contact me about Doug and how his guidance has been helpful to me.
Alan F. - Point Richmond, CA

ALREADY KNOW WHAT YOU WANT?

OUR SPECIALTIES ARE

• 403b, 401k, IRA Planning

• Maximizing Your Retirement

• Tax Free Lifetime Income

• Indexed Annunities

• Life Insurance & Legacy Planning

• Long Term Care Benefits

• Update & Review all Policies & Beneficiaries