| Company: | CSE Capital Management and Insurance Services, Inc |
| Contact: | Justin Heatherly |
| Address: | 11440 W Bernardo Ct Suite 300 |
| City: | San Diego |
| State: | CA |
| Zip: | 92127 |
| Phone: | 619-729-4283 |
| Fax: | 858-753-1734 |
| Email: | Justin@csecapitalmgt.com |
| Website: | www.csecapitalmgt.com |
About My Practice
CSE Capital Management and Insurance Services, Inc was formed to assist the Federal and Postal employee in understanding all their government benefits. Everything we do is aimed at helping individuals maximize their benefits so they can use what is available to them and plan for a secure retirement. We are experts in the Federal employee benefit marketplace for both regular and law enforcement employees.
We do retirement training and benefit workshops with many federal agencies as well. Some of these agencies are the DOD, IRS, FBI, DEA, Secret Service, MSIC, NASA, USPS, DIA and Customs Border Patrol. We are experts in the fields of Social Security, FERS, CSRS, CSRS Offset, LEO pension plans, FEGLI, Survivor Benefits, FEHB, FSA and more.
Our program offers a full benefit review for all types of federal employees. We then couple this review with a complete retirement analysis report and retirement eligibility forecast. Through this process we can identify any gaps in the retirement plan and recommend expert planning solutions to rectify the shortfall or absence of necessary coverage. Our knowledge and experience in these fields as well as the private sector has allowed us to be well versed in advanced strategies not known by many advisors.
Contact CSE today to receive your personalized benefit summary report or to schedule your benefit training and retirement class with our president Justin Heatherly.
We are licensed in CA, TX, NJ, HI, OH, AZ, CT, WA
Investment advisory services are offered through Wealth Watch Advisors, LLC a SEC registered investment advisor. Wealth Watch and CSE Capital Management and Insurance Services, Inc are independent from one another. Please note that registration with the SEC does not denote a certain skill level or guarantee the success of an investment strategy.
Offering Advice Since
2001
Areas of Specialty
Comprehensive financial planning
Retirement planning
Investment planning and asset management
Estate planning
Insurance
Budgeting and cash management
Maximizing Federal Benefits
Licenses, Certifications, Education, and Affiliations
Licenses, Certifications, Education, and Affiliations: Investment Advisor Representative
Insurance Licenses: Life and Health
Associations & Affiliations: BBB (Better Business Bureau) NEA (National Ethics Association)
Charges to Clients for Services
Commissions on insurance products purchased
Fees for investment advice and Financial Planning
My Association with the Office or Firm
Owner/Partner