Douglas S. Veale, CLU, ChFC
Financial and Insurance Services

9718 Fair Oaks Blvd. Suite A
Fair Oaks, California 95628-7037
Telephone (916) 961-6970

Insurance Products

Individual, Senior and Group
   Health Insurance, Dental Insurance
   Medicare Supplement (Senior and Pre-65), Part D
   Advantage
   Disability Income
   Business Overhead Expense
   Life
   Vision
   Disability Income (LTD)

Term Life Insurance
   10 Year, 15 Yearand 20 Year Level (Renewable and Convertible)

Universal Life
    Fixed, Variable and 2nd-TO-DIE

Whole Life

Investment Products

Mutual Funds, Tax Advantaged Investing (Direct Participation Plans)

Charitable and Gift Planning, College Funding, 529 Plans

40lk, SIMPLE, SEP, 403b, Defined Benefit Pension,

IRAs (Roth and Traditional), IRA Rollovers and Transfers,

Annuities (Variable and Fixed) (Immediate and Deferred)


Retirement Accounts

IRA, Roth IRA, 401k, SEP IRA, Simple IRA

College Financial Planning

529 Plan, Educational IRA, Custodial Accounts, College Planning

Corporate Benefits

401k Plan, Key Executive Insurance, Profit Sharing Plan

Alternative Investments

Non-Listed REITs, Non-Listed BDCs, Non-Listed MLPs, Private Equity Funds, Oil & Gas Partnerships

Other Services Offered

Second to Die Insurance, Estate Planning Strategies, Retirement and Income Planning, Pension Maximization, Life insurance Needs Analysis, Disability Income Needs Analysis, Funding For Buy Sell, Business Continuation, Succession Planning, Deferred Compensation, Employee Benefits


Securities offered through Crown Capital Securities, L.P.
Member FINRA/SIPC
www.finra.org/www.sipc.org.
FINRA Broker
8080 Madison Avenue Suite 102A
Fair Oaks, CA 95628
Telephone: 916-863-7862