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ASSET PRESERVATION, RETIREMENT INCOME AND LONG-TERM CARE PLANNING SPECIALISTS

Taking Care of Tomorrow

Taking Care of Tomorrow

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ASSET PRESERVATION, RETIREMENT INCOME AND LONG-TERM CARE PLANNING SPECIALISTS

Micheal Holt

Income Planning Specialist

333 City Blvd. West, Suite 1700,
Orange, CA 92868

mholt@listrategies.com

714-627-2463

Roses Welder

Resident State License #

0E59523

Licensed States

California, Arizona, Arkansas, Texas, Mississippi, Alabama, and New Mexico

Asset Preservation, Insurance Protection and Guaranteed Income Planning

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