Atascadero
4401 El Camino Real Suite A
Atascadero, CA 93422

Phone:
(805) 462-0121 or
        (800) 792-5565
Fax: (805) 462-0160

Pismo Beach
300 James Way
Pismo Beach, CA 93449

Phone:
(800) 792-5565



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Our Promise to You
To conduct business in a professional manner using the highest ethical standards and basing all conduct on the Golden Rule - every single day.
To provide excellent financial advice using the best practices, tools and systems available in the Financial Planning marketplace today.
To keep your costs low by employing the most appropriate fee or commission structures available to benefit the client first.
To keep in touch and review each client's personal situation continually.
To strive to be the "best in business" using the achievement of our clients' goals as our benchmark.




Value Health and Life Insurance Services does not provide legal, tax or accounting advice. Seek the guidance of an accountant, legal or tax planning professional who can assist you with your specific needs.HowHow Any tax advice contained in this web site is not intended or written to be used, and cannot be used, for the purpose of (i) avoiding penalties under the Internal Revenue Code or (ii) promoting, marketing or recommending to another party any transaction or matter addressed herein.


Value Health & Life Insurance Services

California Insurance License #0A66073