Ellingson-Furler & Associates, Lori Ellingson, CRPC® San Jose, CA

CONNECT

Address:

1730 San Tomas Aquino Rd.
San Jose, CA 95130

Phone:

408-318-1943

Fax/Other:

408-866-4909

Financial Services Offered

We serve individuals and businesses in all areas of financial management, including:

  • Retirement planning *
    Making the most of your employer-sponsored retirement plans and IRAs. Determining how much you need to retire comfortably. Managing assets before and during retirement. 

  • Estate Planning *
    Helping with strategies to preserve your estate for your intended heirs. Potententially reducing exposure to estate taxes and probate costs. Coordinating with tax and legal advisors.   

  • Insurance Planning *
    Reviewing existing insurance policies. Recommending policy changes when appropriate. Finding the best policy for your situation.  

  • Education funding
    Recommending investment and accumulation strategies to help you pay for your children's education. 

  • Investment Planning *
    Determining your asset allocation needs. Helping you understand your risk tolerance. Recommending appropriate investment vehicles to help you reach your goals. 

  • Employer and executive benefits
    Helping your business attract and retain qualified employees through benefit packages.

Brochure: Wealth of Resources

Brochure: Bio

Brochure: Retirement Income Workbook

For a COMPLIMENTARY Financial Review contact Lori Ellingson, CRPC®, at Ellingson-Furler & Associates and we will be in touch.


* Offered through Voya Financial Advisors