Contact Us: (707) 654-3008
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    • Report a Claim
    • Make a Payment
    • Update Contact Info
    • Policy Changes
    • Proof of Insurance
    • Policy Review
    • Contact My Carrier
    • Online Documents
    • Free Consultation
  • Insurance
    • Vehicles >
      • Auto Insurance
      • Motorcycle Insurance
      • SR22 Insurance
      • ATV Insurance
      • Boat Insurance
      • Classic Car Insurance
      • Roadside Assistance
      • RV Insurance
    • Property >
      • Home Insurance
      • Renters Insurance
      • Earthquake Insurance
      • Flood Insurance
      • Landlords Insurance
    • Life/Financial >
      • Annuities
      • Final Expense Insurance
      • Financial Planning
      • Umbrella Insurance
    • Business >
      • Business Insurance
      • Business Auto Insurance
      • Business Owners Package (BOP) Insurance
      • Insurance Bonds
      • Workers Compensation
    • Other >
      • Event Insurance
      • Travel Insurance
      • Wedding Insurance
  • About
    • Client Testimonials
    • Insurance Carriers
    • Careers
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    • Accessibility Statement
    • Refer a Friend
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  • Contact


Financial Planning

Let's protect your financial future. Speak with our financial experts about available solutions for savings, retirement, investments and more.

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What is a Financial Planner?

A financial planner or personal financial planner is a professional who prepares financial plans for people. These financial plans often cover cash flow management, retirement planning, investment planning, financial risk management, insurance planning, tax planning, estate planning and business succession planning for business owners.

Financial Products

Here are a few of the financial products we assist clients with:
  • Annuities - Fixed Annuities, Fixed Index Annuities, Income Annuities, Annuity Living Benefits
  • IRAs - Rollover IRAs, Traditional IRAs, Roth IRAs, IRAs for Spouses, SEP IRAs, SIMPLE IRAs
  • Life Insurance - Term Life Insurance, Universal Life Insurance, Indexed Universal Life Insurance, Variable Universal Life Insurance, Survivorship Life
  • Workplace Retirement Plans - 401k Plans, 401a Plans, 403b Plans, 457 Plans, SEP IRAs, SIMPLE IRAs
  • College Savings Plans - 529 Plans, Coverdell Education Savings Plans, UGMA and UTMA Custodial Accounts
  • Employee Benefits Plans - Critical Illness, Accident Insurance, Group Life Insurance, Group Disability Insurance.

You may or may not qualify for all or any of the options above. The best way to find out your best options is to schedule a free consultation with our financial specialists today.
(707) 654-3008​
301 Georgia Street
Ste 221
​Vallejo CA 94590
Click Here to Email Us
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Citylinks Insurance Agency
P.O Box 10084
American Canyon, CA 94503​
(707) 654-3008​
Click Here to Email Us
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