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Diversifying your retirement assets among a variety of vehicles – including a mix of products like life insurance and annuities, depending on what is appropriate for your situation – may offer you the best chance of meeting your retirement goals.

Asset Retention Insurance Services, Inc. serves clients throughout California and 17 other states. Founded in 1999, we have developed our business by reaching out, nurturing and maintaining close, trusting relationships with each of our clients.

The Asset Retention Experience

Get access to our helpful retirement kit which includes three guides that address topics you should consider when planning your retirement.

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We’re proud to have been featured in these major media outlets.


President, Founder

A Word From Our Founder

“We understand how important it is for you to be able to trust your financial professional. It is crucial that you be provided with accurate and helpful information. We are experienced and responsive, we recognize your need for integrity and transparency.”


CA License #0747976

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We Specialize In These Financial Services:

To develop a financial strategy for your future, it’s important for your financial professional to see a complete, 360-degree view of your financial picture, including how your retirement assets are integrated and work with one another.

Retirement Income Strategies

Asset Protection


Life Insurance

Tax-Efficient Strategies

Long-Term Care Strategies

Privacy Policy | Terms of Use

Any media logos and/or trademarks used on this website are the property of their respective owners and no endorsement by those owners of the advisor or firm is stated or implied.

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.