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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 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.
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Recent News & Updates
Why Your Minor Might Benefit from a Life Insurance Policy
Posted: May 7, 2021
Most people do not consider buying life insurance until they are married or have children. If you are single and do not have any children, buying life insurance may not top your list of priorities. A minor of any age can own a life insurance policy indirectly as a gift or can be transferred by an adult. What is the Best Age to Buy Life... Read Article
Will My 401(k) Ever “Expire”?
Posted: April 28, 2021
The money accrued in your 401(k) is tied to your employer. The contributions come directly out of your paycheck, and your employer may match funds up to a specific limit. When you leave that job, you can no longer contribute to the 401(k), but the money you contributed still belongs to you. Your former employer might ask you to move your money if you contributed... Read Article
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