JLS F.I.R.M., INC

CONNECT

Address:

28562 OSO PARKWAY,SUITE D-526
RANCHO SANTA MARGARITA, CA 92688

Phone:

949-481-4671, cell 949-462-4208

Fax/Other:

949-481-4674

Personal Financial Strategies

Developing a Personalized  Financial Action Program is the critical first step to financial security.  Jeff Scheibner has been helping people protect their futures by tailoring his financial ideas to the needs and interests that are unique to every individual.  Mr. Scheibner's  knowledge includes:

Identifying Appropriate Types of Insurance

  • Term Life Insurance
  • Variable Life Insurance
  • Individual Disability
  • Individual Health and Dental

Qualified versus Non-Qualified Pension Plans

  • Fixed Annuities
  • Variable Annuities
  • Mutual Funds
  • IRAs
  • SEPs
  • Simple Plans
  • Quarterly Account Reviews and Adjustments as Needed