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It’s Not Just What We Can Offer,
it’s What You Need That’s Important

We offer a comprehensive array of financial products and services. Naturally, not everyone needs everything. And that in itself is one of our main advantages. If we find a specific product to enhance your portfolio, we have what you’ll need at our fingertips. If we’re working with you on your retirement plan, for example, we have the means to maximize your return at whatever age you feel you want to enter your golden years. We can even add various insurance products to your personalized investment plan to help you reach your goals.

Investments

Pension Plans

Rollover IRAs

Roth IRA

SEP IRA

Traditional IRA

Fixed Annuities

Income Annuities

Fixed Indexed Annuities

REITS

Managed Portfolios

Tax Shelters

Insurance

Life Insurance Review and Rescue

Index Universal Life

Universal Life

Term Life Insurance

Whole Life Insurance

Disability Income

Long Term Care

Immediate Annuities

Comprehensive Property and Casualty Review

Financial Planning

Retirement Income Strategy and Design

Social Security Strategy

College Funding Planning

Business Succession

Legacy Planning

Investment Management

Profit Sharing Plan Design

Retirement Plan Design

Tax Reduction Planning

1031 Exchanges

Charitable Gifting Strategy

Request a Meeting

We would be happy to meet with you to discuss your financial situation and discover your hidden assets.

Request a Meeting

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Roger L. Gainer, RICP®, ChFC®, California Insurance Lic #0754849 is licensed to sell insurance and annuity products in California, Illinois, Arizona, Nevada, and Oregon. Roger L. Gainer is an Investment Advisor Representative providing advisory services through HFIS, Inc. a Registered Investment Advisor. Gainer Financial & Insurance Services, Inc. is not owned by or affiliated with HFIS Inc. and operates independently. Click to read our Privacy Policy.
  • About
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