Financial Concepts

PO Box 117195
Burlingame, CA 94011
(650) 348-1880
(650) 348-0255 (fax)

About Us

Insurance- Life, Health, Disability Income, Long Term Care

Financial Services- Fee Based Advisement, Asset Management, Investments, Retirement Plans 401(k) Set-Up and Monitoring

Tax Efficiency read more
  • About

    Insurance- Life, Health, Disability Income, Long Term Care

    Financial Services- Fee Based Advisement, Asset Management, Investments, Retirement Plans 401(k) Set-Up and Monitoring

    Tax Efficiency Strategies, Charitable Tax Strategies, Premium Financing

    Specializing in Advanced Planning for Businesses and their Executives. We have the tools to explore, discuss and facilitate comprehensive and competitive Key Man Insurance plans, Buy-Sell Agreement Funding programs, as well as provide fully administered Executive Compensation plans that benefit Business Owners and chosen key employees. It's so unique, it's patented.

    Check out our updated website!

    Securities & Advisory Services offered through
    Lincoln Financial Securities Corporation
    Member FINRA/SIPC

    Mailing Address: 329 Primrose Rd., # 117195, Burlingame, CA 94011
    FINRA Branch Office:
    233 Bloomfield Road, Burlingame, CA 94010



    LFS-2010257-012918

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  • Whom to Contact

    • John Pivirotto
      President
      329 Primrose Rd., PO Box 117195
      Burlingame, CA 94011
      Phone: (650) 348-1880
      Fax: (650) 348-0255