Helping pre-retirees and retirees protect and grow their retirement through smart planning products. Not one client has lost any money with our vehicles since 1999.
Eliminate risk while still providing growth on assets, increase cash flow with a steady stream of lifetime income, minimize taxes to enhance net-worth, stretch IRA’s or 401K’s properly for the benefit of future generations, and simplify retirement for each of our clients’ so they may enjoy their ‘golden years with peace of mind’.
OUR PROFESSIONAL PHILOSOPHY ON ADVISING CLIENTS:
From the credo of the American College, an offshoot of the Wharton School of Business, and its affiliated society—the American Society of Chartered Life Underwriters and Financial Consultants:
In all my relations with clients, I agree to observe the following rule of professional conduct:
I shall, in light of all circumstances surrounding my client, make every conscientious effort to ascertain and to understand their needs and goals. In addition I will give him or her that service, which had I been in the same circumstances, would have applied to me.
BENEFITS TO OUR CLIENTS:
THE PLANNING PROCESS:
Our name says it all… “We protect and grow your retirement!”
Contact us at firstname.lastname@example.org or call us at 949.595.4409 (toll free: 877.707.4409) to schedule a time to discuss your financial situation and the potential role of insurance in your financial strategy.
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We are an independent financial services firm helping individuals create retirement strategies using a variety of insurance products to custom suit their needs and objectives.
*Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods that vary by insurance company. Annuities are not FDIC insured.
The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation.