We specialize in Social Security Maximization and coordinating your benefits, Life Insurance, Retirement Plans and a variety of Financial and Business Services.
We understand your concerns when it comes to Social Security Benefits (how to maximize your benefits). As Certified Social Security Experts we can answer the question- when do to take social security benefits and help you coordinate your benefits in retirement.
Additionally we represent a variety of the major carriers and offer free life insurance quotes (Term Life, Whole Life, Universal Life, Guaranteed Issue Life) along with financial solutions (Annuities and Long Term Care), wealth preservation and retirement planning.
For nearly four decades we have earned our clients trust by providing comprehensive coverage options and consultation for many of life’s most important decisions. Sit down with one of our professional advisors and find out for yourself what makes our company so different. At Coliday, Covering Life… Is Our Business through Social Security Maximization, Life Insurance, Retirement Plans and a variety of Financial and Business Services.
Scroll down page to view:
- Meet with a Professional Advisor
- Social Security Benefit Optimization
- Life Insurance
- Financial & Business Services
- Free Life Insurance Quote
- Carriers We Represent
- About Us
- Concepts & Strategies
- Our Executive Team
Certified Social Security Advisors
Meet with a Professional Advisor
We’ll lend a helping hand
We will assist you in every way to prepare for the changes life can bring and help take the guesswork out of planning your financial future.
Private Client Service
Our Private Client Service offers unique features
and useful benefits designed to embrace everything
about you, your goals and your needs.
We’re Members of the Community
When you work with a Coliday Financial Professional, you’ll benefit from our strong and active role in the local community.
Social Security Benefits & Retirement Plans
Financial & Business Services
Get Your Free Quote
Partial list of major carriers we represent
“Our retirement plan has given us a very comfortable source of income. We look forward to continuing to work with Randy and Coliday to provide new ways to increase our portfolio and maintain our standard of living.”
Capistrano Beach, CA
“Craig, I just wanted to let you know how helpful you were and how much I appreciate genuine customer service. Your personal touch really does make a difference!”
Mission Viejo, CA
“Randy Krug has been our financial advisor for over 20 years. Thanks to his sage advice,
we are enjoying our retirement without financial worries”.
Ron and Dolores R.
Laguna Niguel, CA
“Craig, I really appreciate the quality and attention you give and I recommend you often.
I’m also glad to know that you offer so many services. Keep up the good work!”
Dana Point, CA