PREPARE FOR THE ROAD AHEAD

WHAT WE DO

FOR THE INDIVIDUAL INVESTOR

FOR SMALL & MEDIUM BUSINESSES

PUBLIC SECTOR PLANS

  • IRA and Roth IRA (including Rollover IRAs)
  • Individual and Joint Investment Accounts
  • College Savings Accounts
  • Estate Conservation
  • Solo 401(k)
  • SIMPLE & SEP IRA plans
  • 401(k) plans - including Roth 401(k)
  • 403(b) - Tax Shelter Plans
  • 457 – Deferred Compensation Plans

INSURANCE BASED PRODUCTS FOR INDIVIDUALS

INSURANCE BASED PRODUCTS & SERVICES

FOR BUSINESSES

  • Fixed Annuities
  • Equity Index Annuities
  • Life Insurance - Term and Permanent
  • Disability Insurance
  • Long Term Care Insurance
  • Key Person Insurance Coverage
  • Buy-Sell Agreements
  • Group Life Insurance Products
  • Health, Dental and Visions Plans
  • Employer Paid Long Term Care Insurance

ABOUT US

OUR MISSION STATEMENT

We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goals.

OUR FIRM

We are a full-service financial firm committed to helping people and businesses pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions to help reach them by our providing sound financial information and advice.

 

MEET THE TEAM

Michael Drabkin

Investment Advisor Representative / Registered Representative

949-212-8368

mdrabkin@highmarkfsg.com

planmember.com/mdrabkin

Chad Milling

Registered Representative, PlanMember Securities, Corporation

Chad Milling: 858-603-6972

chadmilling@highmarkfsg.com

planmember.com/cmilling

 

We have extensive personal and professional experience and hold various professional designations.  We are licensed for a variety of investment and insurance products and are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and participate in the management of your finances.

 

One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a road map to working toward a more secure financial future.

 

We’re looking forward to using our experience and knowledge to help you pursue your financial goals.

 

OUR QUALIFICATIONS

RESOURCES

TAXES & GOVERNMENT AGENCIES

NEWS & FINANCIAL INFORMATION

NEWS & FINANCIAL INFORMATION

The above links are provided for your information only.  Highmark Financial Solutions Group  does not endorse, nor accept any responsibility for the content, products and/or services provided by this website. Some information contained in this website is provided by third parties. We do not independently verify this information, nor do we guarantee its accuracy or completeness.

 

GET IN TOUCH

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800-569-0838

Michael Drabkin CA Insurance Lic.# 0B87191. Chad Milling CA Insurance Lic.# 0B48918.

 

SERVICES

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