Membership Team

Cathy Mitchell
Cathy Mitchell
CA Insurance Lic. No 0G17766
(925) 798-8455 office
707-384-5564 cell
cathy.mitchell@mutualofomaha.com
As your financial advisor, I can help you pursue your dreams and with the use of insurance products, help you protect them once they come true.
My name is Rich McDaniel and I am a resident of Brentwood and have lived in East County since 1989. I have been a member of the Antioch Chamber of Commerce since 1990 and I am also a member of the Brentwood Chamber of Commerce. I belong to the Rotary Club of the Delta and enjoy playing Saxophone in the Brentwood Big Band. My wife Mary and I have been married since 1978 and have two grown children.
Professional Information:
As your licensed insurance agent, I pledge to be here when you need me. To listen, to offer strategies based on your needs, to be a lifetime resource for you, to help you make informed decisions year after year, and to help you pursue your dreams.
I believe people choose to collaborate with our firm because I serve as a source of meaningful strategies to their financial concerns and dreams and I serve as an advisor who can guide them along the way.
I strive to provide value to our clients by working with a team of companies that offer a multitude of services to customize strategies to meet their financial goals.
At McDaniel Financial Services, I can help you with Individual Planning and Business Planning.
Individual Planning includes:
- Risk Management (Life, Disability, Long-Term Care and Health Insurance Plans)
- Capital Accumulation and Investments
- Retirement Planning and Income
- Distribution (Tax Qualified/Non-Qualified)
- Estate Planning (Estate Planning Strategies)
- 401(K) Roll-overs and IRA Accounts
Business Planning includes:
- Qualified Retirement Plans (401(K), Defined Benefit, simple IRA’s, etc.)
- Business Distribution Planning (Buy/Sell Agreements)
- Executive Fringe Benefit Packages
- Key Person Coverage
- Group Insurance Planning (Health, Life, Disability, Dental, Vision, etc.)
- Salary Continuation Planning
Some of the products I am licensed to provide
- Life Insurance (Term, Permanent and Variable)
- Disability Insurance
- Critical Illness Insurance
- Long-Term Care Insurance
- Medicare Supplemental Plans
- Annuities (Fixed, Indexed and Variable)
- Mutual Funds and Managed Accounts
- Pension Plans and 401(K)
- Individual Retirement Accounts
- Individual Health Insurance
Employee Benefit Plans
- Group Health, Life, Disability, Dental and Vision Plans
- Voluntary Dental, Life, Disability, Long-Term Care Plans.
- Executive Bonus Plans
- Buy/sell Agreements
- Key Person Life Insurance
- 401(K) and Retirement Planning