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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 all the major insurance companies, offering appropriate coverage, based on individual healthcare needs, plans availability, and budget. Her personalized and service focused services are focused 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 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:
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.
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Recent News & Updates
Traditional IRA Vs. Roth IRA
Posted: October 28, 2020
“IRA” is an abbreviation for “Individual Retirement Account.” A traditional IRA and a Roth IRA are two different retirement options, each with its own pros and cons. Depending on your circumstances, either may be a good choice for growing your retirement dollars. What Is a Traditional IRA? A traditional IRA is a retirement account for pre-tax contributions. The funds in the account can be used... Read Article
Easy Ways To Vary Your Diet
Posted: October 25, 2020
Most of us know how important it is to eat a varied diet that includes plenty of fruits and vegetables and high-quality protein. But when we are used to eating a certain way, it may be easier said than done to add healthy variety to our meals. The following tips can make it easy to vary your diet with foods that are good for your... Read Article
