Select Quick Guides

Are you looking for information on specific financial topics that are important to you and your family? Our Free Quick Guides can be easily downloaded to help educate yourself about the topics that may be important to you. Simply select any of the Quick Guides below that interest you.

Paying for college
College Funding "Quick Guide"
Saving for retirement
401(k) Rollovers "Quick Guide"
Individual Retirement Plans "Quick Guide"
Retirement Plans for Self-Employed "Quick Guide"
Protecting your family's financial resources
Disability Insurance "Quick Guide"
Long Term Care Insurance "Quick Guide"
Life Insurance "Quick Guide"
Insuring your property
Auto Insurance "Quick Guide"
Homeowner's Insurance "Quick Guide"
Borrowing
Home Equity Loans "Quick Guide"
Borrowing for Small Business "Quick Guide"
Generating retirement income
Retirement Plan Distributions "Quick Guide"
Retirement Income "Quick Guide"
Reverse Mortgages "Quick Guide"
Making the right investment decisions
Mutual Funds "Quick Guide"
Variable Annuity "Quick Guide"
Fixed Annuity "Quick Guide"
Investing Basics "Quick Guide"
Tax Reduction Strategies "Quick Guide"
Paying for health insurance
Medical Insurance "Quick Guide"
Health Savings Accounts "Quick Guide"
Buying a home
Mortgage Loans "Quick Guide"
Building a sound plan for your estate
Making Critical Estate Decisions "Quick Guide"
Wills, Trusts & Probate "Quick Guide"
Understanding Estate Taxes "Quick Guide"


*Non-deposit investment products and services are offered through Sorrento Pacific Financial, LLC ("SPF"), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through SPF: are not FDIC or otherwise federally insured, are not a deposit or guarantee of the bank, and may involve investment risk including possible loss of principal. Investment Representatives are registered through SPF. The bank has contracted with SPF to make non-deposit investment products and services available to bank clients.