What Services Does Tony Delumen Offer?
  Tony Delumen, CLTC
Kaiperm Financial Group
Financial Advisor
CA Lic # 0D47382
Tony Delumen
(925) 979-2354

Kaiperm is proud to announce another great Financial Solution - No-Cost Financial Analysis for all of our members. Tony Delumen of the Kaiperm Financial Group is pleased to provide financial planning and help you achieve financial well-being. Call Tony today for your No-Cost Financial Analysis.
 
Financial Resource Analysis Retirement Planning
  • Life & Disability Income Insurance Needs
  • Analysis of Savings and Investments1
  • Retirement Income Needs
  • Budgeting and Cash Flow Study
  • Individual Retirement Accounts (IRAs)
  • Fixed and Variable Annuities1
  • Retirement Needs Analysis
  • Tailored Retirement Programs
  • Long Term Care Insurance
   
Tuition Funding Programs Investment Products1
  • College Costs Analysis
  • Analysis of Investment Alternatives1
  • Insurance and Investment Plans1
  • Mutual Funds
  • Unit Investment Trusts
  • Variable Annuities
  • Direct Participation Programs
  • Securities Brokerage Services
   
Estate Analysis Business Continuation Planning
  • Hypothetical Probate Analysis
  • Tax Reduction Strategies
  • Charitable Giving
  • Funding Option Analysis
  • Buy - Sell Strategies
  • Family Business Succession Planning
  • Key Person Insurance
   
Executive Fringe Benefits Employee Benefit Program
  • Executive Bonus Plans
  • Split Dollar Insurance
  • Deferred Compensation Funding
  • Salary Continuation Plans
  • Non-Qualified Executive Fringe Benefits
  • Life and Disability Income Insurance
  • Pension, Profit Sharing and 401(k) Plans
  • Payroll Deduction Plans
  • SIMPLE IRAs
  • Non-Qualified Retirement Programs
   
  • Make your appointment today: Call (925) 979-2354.
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    1. Securities, investment advisory and financial planning services are offered by duly authorized Registered Representatives of MML Investors Services, Inc., member SIPC. Supervisory Office: 2121 N California Blvd Suite 395, Walnut Creek, CA 94596, Tel: (925) 979-2300. Kaiperm Financial Group is not a subsidiary or affiliate of MML Investors Services, Inc.

    California Insurance Licensing: Tony Delumen, Kaiperm Financial Group, domiciled in CA, CA Insurance License #0D47382