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Financial Consultant Services in Los Angeles

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We offer a broad range of services such as:

• 401(K) Profit-Sharing Plans
• 401(K) 403(b) & TSA Rollovers
• Annuities
• College Planning
• Asset Protection
• Life Insurance — Temporary & Cash Value
• Long Term Care
• Estate Preservation
• Disability Insurance
• Advanced Retirement Planning (Individual & Corporate)
• Help business owners gain tax deductions through their business entity
• Defined Benefit Plans for corporations (IRC 412)
• Defined Contribution Plans
• Pension Design & Administration on corporate level
• Buy-Sell Agreements between partners
• Investments


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Best Financial Consultant in Los Angeles