CSFA Endorsed Financial Management
Let the experienced professionals at ORBA Financial Management help you understand your benefits and prepare for retirement.
ORBA Financial Management has been endorsed by CSFA since 1999 to provide benefit understanding, retirement and financial well-being expertise to CSFA personnel. We take our role seriously and strive to provide top-notch service and knowledge to you.
Do you ever ask yourself these questions?
How do my benefits work?
- What happens when I retire?
- Will I have enough set aside in deferred compensation and other investments to enjoy my retirement years?
- What happens if I die, either job related or not? How will my family be taken care of?
- What happens if I have a job related or non-job related disability?
Do you know the answers? We do! We are experts at understanding how your benefits work and we work hard to make sure you do, too.
To contact us, please call or email:
Curt Howard, National Director of Public Safety Sponsored Markets, CSFA
800-627-6722 ext 1072
Email: curt@orbafinancial.com
Specializes in: Comprehensive pre and post-retirement planning, benefits analysis, insurance and investments. Curt developed his signature planning processes in order to better serve the financial planning needs of CSFA members. His planning processes include: 1) The RetIRAprep® planning process which is a comprehensive planning program developed to help optimize CSFA members' financial futures. 2) The DROP PLAN Advantage® planning process which helps members take full advantage of the special opportunities presented to DROP Plan participants. 3) The PASS® program (Portfolio Allocation Strategy Service) which is designed to create a customized allocation plan within your employer's 457 Deferred Compensation program.
Website: http://www.curtishoward.com/
Newsletter: Curt Howard's Public Safety Financial Newsletter July 2010
Jeff Lundstrom, Senior Benefits & Retirement Specialist, CSFA
800-627-6722, ext 1700
Cell: 951-536-7399
Email: jwlundstrom@orbafinancial.com
Specializes in: Helping firefighters understand their benefits, pre and post-retirement; insurance and investments.
Jerry Edwards, Benefits Specialist, CSFA
San Diego Area
760-521-1456
Email: jedwards@tfamail.com
Specializes in: Benefits Review Booklet, insurance and investments.
Curt Howard and Jerry Edwards are Investment Advisor Representatives with securities and investment advisory services offered through Transamerica Financial Advisors, Inc. (TFA). Member FINRA, SIPC and a Registered Investment Advisor. Jeff Lundstrom is a Registered Representative and offers securities and investments through TFA. Non-securities products and services are not offered through TFA. ORBA Financial Management and CSFA are not broker dealers. Customers would be clients of TFA. ORBA Financial Management is a registered trademark of ORBA Insurance Services, Inc. 2339 Gold Meadow Way, Suite 200, Gold River, CA 95670. 800-627-6722.
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