4001 MacArthur Blvd.

, 3rd Floor, Newport Beach, CA 92660-2508

www.tfgroup.com Toll-Free 800-373-2177 • Main 949-223-8100 • Fax 949-223-8101

Risk Management Investments* Business Problem-Solving

• Life Insurance • Investment Portfolio Management • Business Transition Planning
• Medical Insurance • Investment Advisory Services • Employee Retention Programs
• Long Term Care • Mutual Funds • Executive Compensation Strategies
• Disability Income • Tax-Efficient Investing • Stock Option Planning
• Property & Casualty • Money Manager Analysis • Business Valuation and Transfer

Retirement Strategies
and Estate Planning Group Employee Benefits
• Qualified/Non-Qualified
CLIENT • Health Insurance
Retirement Strategies • Dental / Vision
• Pension Plans Ben P Julianel • Pre-Tax Benefits / Cafeteria Plans
• Annuities CA LICENSE NO. 0G75955 • Voluntary Benefits
• Group Disability
• Estate Transfer ben.julianel@tfgroup.com
(949)223-8292 • Group Life
• Tax Reduction Strategies (949)223-8292 • Group Long-Term Care
• Charitable Giving • COBRA Administration

Business Advisory Family Wealth Counseling Financial Planning**

• Sale, Merger & Acquisition Analysis • Redistribution of Social Capital • Comprehensive Financial Planning
• Valuation Techniques • Increased Discretionary Income • Fee-Based Program
• Enhanced Liquidity • Philanthropic Strategies • Annual Reviews
• Optimized Tax Strategies • Planned Giving Services • Group / Employee Seminars

*Securities and Investment Advisory Services offered through Securian Financial Services, Inc., Member FINRA / SIPC, & A Registered Investment Advisor.
Tax & Financial Group, an affiliate of Securian, is independently operated. **TFG does not provide specific tax advice. Please consult a tax professional for specific tax advice. 21602 dofu 6/08

www.tfgroup.com Providing Intelligent Long-Term Strategies