209.223.9600

Financial Planning in Amador and Calaveras counties, CA

Invest in Your Future.

For many, planning early is at the heart of a sound financial future. At HomeRun Financial & Insurance Services, we realize the importance of taking the right steps in order to accomplish not only your short-term fiscal goals, but also your long-term desires for a happy retirement.

With Financial Planning services from HomeRun Financial & Insurance Services, you can receive helpful advice from a professional who is committed to assisting you in planning for a secure and stable future. Our Financial Planning advisors can help you determine:

  • The right retirement plan for your individual and family-oriented needs
  • How much money you should put away in savings
  • Whether you currently have the right amount of insurance coverage (including Disability)
  • How much money you should invest
  • Whether you’re on track to saving enough for retirement

Our experts can even advise you on Estate Planning and Analysis. It’s important for most people to know and control what happens to their estate upon their passing. With the right advice and strategy, you can ensure that the family home stays in the family, your wills and trusts are properly drawn up, your affairs are properly handled, and much more.

Since each person has their own goals for their financial future and retirement, HomeRun Financial & Insurance Services is committed to educating you on making the right decisions based on your current situation and how to plan accordingly. One of the best feelings you can have is knowing that your financial independence is secure.

Contact HomeRun Financial & Insurance Services today to see how Financial Planning can help achieve your goals.

Main Office

11984 West State Hwy 88,
Suite 2076

Jackson, CA 95642

Main office: 209-223-9600
Fax: 209-223-9698

Office Hours:

Mon: 9:00 AM - 5:00 PM
Tues: 9:00 AM - 5:00 PM
Wed: 9:00 AM - 5:00 PM
Thurs: 9:00 AM - 5:00 PM
Fri: 9:00 AM - 5:00 PM
Sat: Closed
Sun: Closed

Our Providers

Testimonials

John... Thank you so much for handling my insurance for these many years. You're caring for my personal needs has made the difference and separates you from your competition.
Peggy H.
... Your tenacity in getting this policy issued has meant the difference of keeping all that I have, or loosing it all...
Karen S.
You're staff is outstanding and there is not a time that I come into the office that I don't feel welcomed and comforted in knowing I'm taken care of. Keep it up!
John M.
Customer service, customer service, customer service- outstanding! Thanks.
Ralph M.
Your ability to handle all of my insurance needs makes it so easy to to business with you. It's comforting to know that I have just one call to make to handle any problem or need regarding all of my insurances.
Catharine S.