Start Saving Today
Safe Harbor Financial Services - Insuring San Clemente and All of CA, AZ, CO, FL, MT, NV, NM, NC, OR, and TX
The Joy of Service and Care for your Future and Legacy
Looking For Expert Advice For Your Insurance Options? You’re At The Right Place!
Petia Lilova is an independent insurance agent/broker specializing in Medicare, Life, Long Term Care, Disability & Annuities since 2007. She works with many major insurance carriers, offering appropriate coverage, based on individual healthcare needs, plans availability, and budget. Her personalized service focus on low costs, proper benefit structure, and helping clients making better-informed decisions. She is licensed in CA/home state, OR, NV, TX, NM, AZ, CO, NC, MT, FL, and adding more states to her portfolio. In the event a client is moving from CA to another state, she can research all the plans options available throughout the new home state, making transition easy and safe. As an independent broker, there’s no charge for these services. She is compensated by the private insurance companies. She will provide unbiased reviews along with comprehensive plan comparisons based on the client’s healthcare, life, and income needs priorities. San Clemente Medicare Supplements Website Offerings: Health Insurance For Medicare Eligible, Medicare Supplement Insurance Plans, Medicare Advantage Plans, Medicare Rx Drug Plans, Long Term Care Insurance, Life Insurance, Annuities, Disability Insurance, – San Clemente, San Juan Capistrano, Dana Point, Laguna Hills, Laguna Beach, Laguna Woods, Newport Beach, Lake Forest, Tustin, Costa Mesa, Coto De Casa, Mission Viejo, Aliso Viejo, Villa Park, Orange, Santa Ana, Garden Grove, Westminister, Huntington Beach, Orange County, CA – Office: (949) 973-4322 | Cell: (949) 973-4322
Her goal is to help you find the insurance plans that fit your needs and budget. Take a few minutes exploring our site to learn about the types of coverage we provide, the educational resources we offer, and then contact us to discuss how we can help meet your unique needs.
This site is not endorsed by Medicare or any Insurance Company. By entering information on this site, or calling our phone number, you may be contacted by licensed insurance agent. Safe Harbor Financial Services only sell Off California Exchange/Not Subsidized Health IFP. We do not sell for Covered California/CA Exchange. Petia is an independent agent/broker, and contracting will vary by type of service and state availability.
Thank you for visiting our website!
Recent News & Updates
Can I Lower My Life Insurance Premiums?
Posted: August 8, 2022
A life insurance policy can give you peace of mind knowing that your family will be provided for if anything should happen to you. Unfortunately, many people put off this critical task, in many cases due to concerns about cost. A major factor affecting your premiums is the rating the insurance company assigns you based on an assessment of your health and lifestyle. There are...
Am I Too Old To Start A 401(k)?
Posted: July 28, 2022
There is no maximum age for participation in a 401(k) plan. As long as you are still working, you are never too old to contribute. If your employer offers group benefits that include a 401(k), you have an excellent way to save for retirement. No matter your age, if you are still working, you can take advantage of the tax benefits and any matching contributions...
Policy Service
Policy Change Request
