Today's Quote: The measure of success is not whether you have a tough problem to deal with, but whether it's the same problem you had last year. —  John Foster Dulles
Joe Fitzsimmons, CLU, LUTCF
Tony Paoletta, Agency Owner
74-940 Highway 111
Indian Wells, Ca 92210

Office: (760) 773-0055
Fax: (760) 340-6634
joe@oakparkinsurance.com

Map and directions 		Joe offers a full array of investment and insurance services. We are dedicated to understanding the unique needs of each client and work closely with our clients to develop and manage a plan to help them accomplish their financial goals.
Free Life Guides

Life Guides are a form of checklist or questionnaire, designed to provide you with information and guidance on a variety of life events. Click on the one that you need and we'll send you a copy.

  • Financial Workbook
  • Managing Your Financial Life
  • Marriage and Money
  • Teaching Kids About Money
  • What to Do If You Lose Your Job
    		•
  • Dealing with Divorce
  • Thinking About Retirement
  • Planning Your Estate
  • Special Needs Children
  • When a Loved One Dies
  • Managing an Inheritance
    		•
  • Moving Day
  • Protecting Your Business
  • Business Continuation
  • Emergency Planning Guide
    		•
    Financial Concepts
    Click on the areas of interest below to gain insight for financial decisions. Print them out if you wish.

    		Financial Worksheets
    Help put your "financial house" in order with these financial worksheets

    		 Financial Calculators
    Check out these handy financial calculators today!


    Mental Vitamins
    Use these resources to refine your skills, help your attitudes or just as "food for thought."

    RealLIFEstories
    Visit the non-profit Life and Health Insurance Foundation for Education and view real life stories about our products in action.     		The Facts of Life
    Learn more about Life Events
    and Financial Decisions from
    Smartaboutmoney.org created and
    maintained by the National Endowment
    for Financial Education. Specifics below.
    Major Life Events
    Starting Off Right
    Health and Family Support
    Education and Careers
    Planning a Major Purchase
    Crisis and Emergencies
    		Resource Center
    Use this area to find thousands of state-specific government documents and forms, as well as a wide variety of legal FAQs
    California Insurance License #0484776
    Main Office:
    Allstate Financial Services, LLC (LSA Securities in LA and PA)
    2920 South 84th Street Lincoln, NE 68506-4142

    1-877-525-5727
      FINRA is located at www.finra.org.   

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