Company Profile: San Clemente Medicare Supplements


Founder/Owner:   Petia Lilova- Matschke

CA Lic # 0F35150

Cell: 949-973-4322

Office:  949-481-8772 

Fax: 949-542-4797

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Petia T Lilova – Matschke/Safe Harbor Financial Services was found in 2006 and committed to helping people safeguard their health while protecting their financial resources and building a secure financial future. Petia's fifteen year career in regulatory auditing and training on FDA and EU regulations in the medical device/biologics, and the IVD industry honed her analytical ability, enabling her to deconstruct complicated government regulations and translate them into simple and easily understood language. She is helping many seniors who are approaching Medicare age, people in disability already in Medicare, and current Medicare beneficiaries that are confused about how the Medicare system works keeping up with the changes in plans availability, and cost.  Petia is helping Individuals, Families, and Businesses with, life insurance, disability insurance, long term care insurance, income planning with annuities, travel insurance, and dental insurance solutions

Petia’s focus is her customers’ medical and financial security needs, providing independent, objective education and information to consumers and small business owners, helping them make informed decisions about their insurance needs. Educating baby boomers, business owners, seniors, their families, and the people who are caring for them about “safe money” income solution planning, Medicare regulations and Medical planning is Petia’s passion. By addressing her clients’ needs, wants, dreams, and desires, Petia and her company are able to provide a “safe harbor” in today’s turbulent financial environment by giving them the tools to make educated choices.  San Clemente Medicare Supplements and Safe Harbor Financial services are available to all California residents and includes Individual and Group Health Insurance, Medicare Supplement Insurance Plans, Medicare Advantage Plans, Life Insurance, Annuities, Long Term Care, Disability Insurance, Premium Financing, Life Settlements, Pension Plans, and Final Expense.

Specializing in risk management, retirement planning, wealth preservation, wealth needs management, and wealth transfer, Petia offers the most innovative and current insurance solutions available today by facilitating comprehensive search and independent review of leading insurance companies.

Petia is a long time Iyengar yoga practitioner, a passionate “alla prima” and “buon fresco” painter, and supporter of the arts. She welcomes your questions, comments and feedback, cell (949) 973-4322.

Last updated: 10/30/2017


San Clemente Medicare Supplements: Health Insurance For Seniors, Medicare Advantage, Medicare Supplement Insurance, Medicare Rx Drug Plans, Disability Insurance, Life Insurance, Annuities – San Clemente, San Juan Capistrano, Dana Point, Laguna Hills, Laguna Woods, Orange County CA 224 Avenida Pelayo, Suite #B, San Clemente, 92672 - (949) 481-8772 | Cell: (949) 973-4322