Information Request
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We want our clients to be supplied with as much information as necessary to make good financial decisions. This page is a great resource for being able to: |
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Email us with any general questions you have or to request specific information about DFG or our services |
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Obtain information quotes for numerous insurance and investment related items. |
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View website links that we use regularly and that have been of value to many of our clients. |
Obtain Quotes
While our focus is firmly on identifying the needs of our clients prior to recommending appropriate solutions, most people have a general idea of the areas they need to address. In order for us to provide you with accurate information for the following financial services it is helpful for us to receive some basic background information. Please click on the link and complete the secure form. It will be sent to the appropriate planner who will make sure to follow up with you promptly.
Valuable Websites
Investment Planning Information:
Sammons Securities
Sammons 4 Clients
American Funds
Oppenheimer Funds
Goldman Sachs Funds
Fidelity Advisor Funds
Putnam Investments
FTJ Fundchoice
Financial Planning Information
Financial Planning Toolkit
The Financial Forecast Center
IRS Website
Social Security Website
College Planning Information
National Institute of Certified College Planners
College Planning Resource Network
Savingforcollege.com
College Planning Calculator
IRS Publication 970 (Tax Benefits for Education)
National Center for Education Statistics
Life Insurance Information
Midland National Life
Acacia Life Insurance
West Coast Life Insurance
Amerus Life Insurance
3Mark Financial
LifePro Insurance Services
Health Insurance Information
Aetna
 Blue Shield of California
Blue Shield Application – Andrew Kimari
Blue Cross of California
 Blue Cross Application – Andrew Kimari
Nationwide Health Plans
CCN Network (Nationwide Provider Directory)
California Choice
The Bancorp Bank HSA (HSA accounts)
HealthNet
Miscellaneous Information
The Dave Ramsey Show
Society of Financial Services Professionals
National Association of Insurance and Financial Advisors
LeTip International
Greater San Diego LeTip
Financial Planning Association (FPA) | 
