Creative Financial Solutions Designed Uniquely For You
Creative Financial Solutions Designed Uniquely For You
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Creative Financial Solutions Designed Uniquely For You

1478 Stone Point Drive, Suite 390
Roseville, CA 95661

Phone:

  • (916) 462-9001

Fax:

  • (844) 295-8527
  • E-mail address: mcnaney.jeff@principal.com

Flipbooks

You can review interesting Flipbooks on my site.

View Flipbooks

Calculators

You can review interesting calculators on my site.

View Calculators

Videos

We have interesting videos for you to watch on my site.

View Videos

Newsletters

  • When You Can’t Speak for Yourself

    Discover how a living will and durable powers of attorney for health care and finances can help ensure your wishes are carried out.

  • New Fed Policy Suggests Low Rates for the Long Term

    The Fed now seeks to control inflation through the benchmark federal funds rate. Find out what this means for investors and consumers.

  • Insurance to Help Protect Your Business from Lawsuits

    Some businesses are exposed to risks that may call for a specialized type of liability policy. Does your business have appropriate coverage?

  • Your Business: Could You Benefit from a Roth Conversion in 2020?

    This article focuses on the potential short- and long-term tax ramifications of a Roth IRA conversion.

More Newsletters »

Calculators

  • Cash Flow Analysis

    This Cash Flow Analysis form will help you weigh your income vs. your expenses.

  • Life Insurance

    How much life insurance would you need to produce a sufficient income stream for your family?

  • Loan Payoff

    How much will it cost to pay off a loan over its lifetime?

  • Net Worth

    A balance sheet summarizes your assets and liabilities and reveals your net worth.

More Calculators »

AIF® (Accredited Investment Fiduciary®) is an educational designation only, obtained by the holder by completing the requisite coursework. The AIF Designation does not mean the holder is acting in a fiduciary capacity.  

Jeff McNaney is licensed in AZ, CA, CO, GA, IA, KS, NM, NV, VA, WA and WI to offer insurance products, and life insurance (including variable life), annuities (including variable annuities), and is securities registered in AZ, CA, CO, FL, GA, IA, ID, NV, OH, OR, SC, TX, VA and WA  and adviser registered in CA. 

Lucas Dancy-Cabeal is licensed in CA, CT, NC, NV, VA and WA to offer insurance products, and life insurance (including variable life), annuities (including variable annuities), and is securities registered in AZ, CA, ID, IL, IN, IA, NV, OR, TX, UT and WA and adviser registered in CA.    

This site is not a solicitation of interest in any of these products in any other state.

IMPORTANT CONSUMER INFORMATION: Jeff McNaney and Lucas Dancy-Cabeal may only transact business in a particular state after licensure or satisfying qualifications requirements of that state, or only if they are excluded or exempted from the state's registration requirements.  Follow-up, individualized responses to consumers in a particular state by Jeff and Lucas that involve either the effecting or attempting to effect transactions in securities or the rendering of personalized investment advice for compensation, as the case may be, shall not be made without first complying with the state's requirements, or pursuant to an applicable state exemption or exclusion.  For information concerning the licensure status or disciplinary history of a broker-dealer, investment adviser, BD agent or IA representative or any financial institution they represents, contact your state securities law administrator.

Insurance products from the Principal Financial Group® are issued by Principal National Life Insurance Company (except in New York), Principal Life Insurance Company, and the companies available through the Preferred Product Network, Inc.  Securities and advisory products offered through Principal Securities, Inc., 800/247-1737, Member SIPC.  Principal National, Principal Life, the Preferred Product Network, and Principal Securities are members of the Principal Financial Group®, Des Moines, IA 50392.  Jeff McNaney and Lucas Dancy-Cabeal, Principal National and Principal Life Financial Representatives, Principal Securities Registered Representatives, Financial Advisors. Studio 9 is not an affiliate of any company of the Principal Financial Group®.

Principal Life maintains certificates of authority to transact insurance in all 50 states.  Principal Life NAIC identification number is 61271.  Principal National NAIC identification number is 71161.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck