Today's Quote: If it is not right do not do it; if it is not true do not say it.   — Marcus Aurelius
Oak Park Financial and Insurance Services
80436 Avenida Santa Alicia
Indio, Ca 92203

Office: (877) 360-2100
Fax: (877) 360-2117
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 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
    		•
  • Dealing with Divorce
  • Planning Your Estate
  • 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


    Resource Center
    Use this area to find thousands of state-specific government documents and forms, as well as a wide variety of legal FAQs

    		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 Smartmoney.org created and maintained by the National Endowment for Financial Education. Specific events below.
    Becoming Established
    Jobs and Job Benefits
    Moving in with a Partner
    Marriage
    Having Children
    Divorce
    Remarriage
    Buying a Home
    		 Major Puchases
    Military Service
    Retirement Planning
    Aging Parents
    College Planning
    Medical Issues
    Estate Planning
    Crises/Emergencies
    Death and Dying
    California Insurance License #0E05698. Securities offered through Gold Coast Securities,Inc.(GCS).Member FINRA/SIPC. Supervising office: 275 E. Hillcrest Drive, Suite 225 Thousand Oaks, California 91360. (805) 496-3660. GCS clears its securities transactions through Pershing LLC, a subidiary of the Bank of New York Mellon Corporation   FINRA is located at www.finra.org.