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October 18, 2017

When you turn 65, you will become eligible for Medicare. This is great news for retirees or soon-to-be retirees, because the tax-funded program helps enormously with the cost of healthcare for those over 65. But as your 65th birthday approaches and you begin the enroll...

October 10, 2017

Once you sign up for Medicare at age 65, you aren’t locked into a particular program for life. Each year during the Annual Election Period, which functions like an open enrollment, you can evaluate your current plan(s) and make changes that benefit you.

That’s good news...

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200 Spectrum Center Drive #150

Irvine, CA 92618

Coto Financial & Insurance Services is a comprehensive professional services company providing a variety of financial solutions to individuals, business owners, and corporations.  


2018 © Coto Financial and Insurance Services, Inc. © 2018

Coto Financial & Insurance Solutions, Inc. and Kinetic Investment Management, Inc. are two separate entities. Insurance products and services are offered and sold through individually licensed and appointed agents in all appropriate jurisdictions under Coto Financial & Insurance Solutions, Inc. Investment Advisory Services are offered through Kinetic Investment Management, Inc., a registered investment adviser.


Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.

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