Financial Planning for Families with Special Needs



Financial Planning for Families with Special Needs

JLB Financial Inc.

Sustainable Wealth Solutions

Jon L. Bowles

Financial Advisor

1055 E. Colorado Blvd. 5th Floor

Pasadena, CA 91106

626-240-4683

626-240-4699 (fax)

jbowles@



Northwestern Mutual

Financial Network

Michal A. Bornstein

Financial Representative

515 S. Flower St. Fl 33

Los Angeles, CA 90071

213-243-7061 – Office

213-243-7001 – fax

30-968-3192 – cell

Michael.bornstein@

michaelbornstein

Mass Mutual Financial Group

Todd B. Daniel, LUTCF, CLTC

Special Care Planner

Insurance & Financial Services

CA Insurance License # 00823665

21600 Oxnard St. Suite 1750

Woodland Hills, CA 91367

Direct (818) 449 – 1684

Fax (818) 449 – 1695

e-mail: todddaniel@

todd-daniel

Nancy Harris

Broker

DRE 01200823

Harnan Financial Group Inc.

6029 Bristol Parkway, #250

Culver City, CA 90230

(310) 649-2221

(310) 649 – 0156 – Fax

(310) 713 – 0679 – cell

nancy@



New York Life

Jane Reese-Wilkins

Agent

CA Ins. Lic. # 0C542111

New York Life Insurance Company

301 N. Lake Ave. Suite 500

Pasadena, CA 91101

Bus. 626-356-7662

Cel. 626-372-9097

Fax 626-795-6974

jcreesewilki@ft.

TMI Consulting Group

Financial Services, Marketing & Fund Development

Carolyn D. Trader, MBA

President

4859 W. Slauson Ave Suite 119

Los Angeles, CA 90056

P: 213.952.4816

F: 213.652.1012

tmicgrp@

tmiconsultinggroup.

The Kopitz Unger Group

Victoria R. Unger

Senior Vice President

Financial Advisor

Morgan Stanley Smith Barney

9665 Wilshire Blvd.

Suite 600

Beverly Hills, CA 90212-2314

Tel. 310-285-2603

Fax. 310-285-0857

Toll free. 1800-237-3554

Victoria.r.unger@

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