Planning Center.

Retirement Readiness Group / Planning Center

MAKING THE RIGHT FINANCIAL DECISIONS TAKES KNOWLEDGE

It’s tough to determine which investments to use if you don’t know your own risk tolerance. That’s why we use a program to help clients find their own risk tolerance and to score investments so they match up accordingly.

ANALYZE YOUR RISK NOW

NEED A FINANCIAL REVIEW?

Set Up An Appointment Today

Bad Advisors

How to Identify Them

Bad Advisors Book

What is a bad advisor? Our definitions will come from the Bad Advisors book written by Roccy DeFrancesco, JD. To receive a free complimentary copy of this book, please click here to email us or phone 310-292-6435. To sign up for a free consultation or to just get more information click here.

Medicaid

Medicaid Planning

If you would like help or have questions about how to properly plan to pay for your nursing home expenses or how to quickly qualify for Medicaid, please click here to email us or phone 310-292-6435. To sign up for a free consultation or to just get more information click here.

Retirement Life

Returns over the last 20 years

Retirement Life

To view a video presentation on building wealth through a Retirement Life™ policy, please click on the video. If you would like a multi-page brochure explaining the benefits of Retirement Life™, please click here to email us or phone 310-292-6435. To sign up for a free consultation or to just get more information click here.

Captive Insurance

Captive Insurance Companies

Captive Insurance

Does this sound like something that might want to learn more about? If so, please click here to email us or phone 310-292-6435. To sign up for a free consultation or to just get more information click here.

Single Premium Life

Long Term Care Insurance

Single Premium Life for Long Term Care Insurance

We hope that after reading this material you are sufficiently motivated to learn more about LTCI. Our firm specializes in helping clients find the right LTCI benefit at the lowest possible cost. If you would like help, please click here to email us or phone 310-292-6435. To sign up for a free consultation or to just get more information click here.

Guaranteed Income Benefits for Life

Benefits for Life

Guaranteed Income Benefits for Life

If you have an interest in learning more about these products and the best available products in the marketplace, please click here to email us or phone 310-292-6435. To sign up for a free consultation or to just get more information click here.

Home Equity Acceleration Plan

HEAP™

HEAP - Home Equity Acceleration Plan

If you would like have our office run the numbers on your mortgage to determine how quickly you could pay it off and how many thousands of dollar in interest you could save, please click here to email us or phone 310-292-6435. To sign up for a free consultation or to just get more information click here.

Retirement Life vs Brokerage Accounts & 401k’s

Compare

Retirement Life vs Brokerage Accounts & 401k's

To learn how you can build wealth using Retirement Life™, please click here to email us or phone 310-292-6435. To sign up for a free consultation or to just get more information click here.

Asset Protection

Protect Your Wealth

Asset Protection

If you have any questions about the content on this site or if you want to discuss how we can help you protect and grow your wealth, please click here to email us or phone 310-292-6435. To sign up for a free consultation or to just get more information click here.