TOP 10 Life planning strategies in California

Pevney Estate Planning, located in Mission Viejo, California, is a law firm dedicated to helping homeowners save their loved ones money and time by setting up comprehensive estate plans. By working with Pevney Estate Planning, the average homeowner can potentially save $50,000 and avoid 18 months of probate. The process begins with filling out a form to get in touch, followed by a series of meetings to discuss and fine-tune your estate plan. Once the plan is finalized, it is signed and notarized to make it official. The firm also helps to fund your trust by placing assets, including your primary residence, into the trust. The founder of Pevney Estate Planning, Michael, is a dedicated attorney with a passion for helping others. He believes in effective communication and close collaboration to achieve the best outcomes for his clients. To book a free 30-minute strategy session, contact Pevney Estate Planning today.

Life Leads Direct is a premier insurance agency located in Newport Beach, California. We specialize in providing high-quality leads for insurance agents looking to expand their client base and grow their business. Our experienced team is dedicated to connecting agents with potential customers in order to help them achieve their sales goals. With a focus on customer service and industry expertise, Life Leads Direct is the go-to source for insurance professionals seeking to thrive in a competitive market. Visit us at 567 San Nicolas Drive to learn more about how we can help you succeed in the insurance industry.

PFLI | Premium Finance Life Insurance is a leading finance and insurance agency located at 1200 Newport Center Drive in Newport Beach, California, United States. With a focus on providing top-tier life insurance solutions, PFLI offers premium finance options for individuals and families looking to secure their financial future. Our team of experienced professionals is dedicated to helping clients find the best policies to meet their unique needs and goals. Trust PFLI to provide reliable and comprehensive life insurance coverage that gives you peace of mind.

Oracle Life Insurance Services Inc. is a reputable insurance agency located at 2114 West Oceanfront in Newport Beach, California. With a strong presence in the industry, Oracle Life Insurance Services Inc. offers a wide range of insurance products and services to meet the needs of individuals and families. Their experienced team of professionals is dedicated to providing personalized and comprehensive insurance solutions to help clients protect their financial future. Whether you are looking for life insurance, health insurance, or retirement planning, Oracle Life Insurance Services Inc. is committed to helping you find the right coverage at competitive rates. Visit their office in Newport Beach today to learn more about their offerings and how they can assist you in safeguarding your assets.

Guardian Life Insurance Co-America is a reputable insurance agency located at 100 Spectrum Center Drive in Irvine, California, United States. With a commitment to providing comprehensive and personalized insurance solutions, Guardian Life Insurance Co-America offers a range of policies to protect individuals, families, and businesses. Their experienced team of agents strive to help clients navigate the complexities of the insurance industry and find the best coverage options to meet their specific needs. Trusted by customers for their reliability and dedication to customer service, Guardian Life Insurance Co-America is a top choice for those seeking quality insurance protection.

Prudential | Mike McCullough | Life Insurance & Annuities is a reputable finance and insurance agency located at 3333 Michelson Drive in Irvine, California. Specializing in providing clients with comprehensive life insurance and annuity options, their team of experts is dedicated to helping individuals and families secure their financial future. With a commitment to excellent customer service and tailored solutions, Prudential | Mike McCullough | Life Insurance & Annuities is a trusted choice for those seeking reliable insurance coverage.

New York Life Insurance Company, located at 2029 Century Park East in Los Angeles, California, is a reputable insurance agency offering a variety of permanent policies with guaranteed death benefits and cash value growth over time. Their long-term coverage options are highly customizable to fit your needs and budget, with the ability to invest your policy's cash value in the market. The institution also provides support for everyday tasks, income replacement due to sickness or injury, professionally managed investments, and guidance for creating an estate plan. With a diverse workforce and a commitment to community engagement, New York Life is dedicated to helping individuals, families, and businesses thrive. Their financial strength ratings are the highest in the industry, and they have a long history of keeping promises to policy owners. Additionally, the New York Life Foundation supports various charitable initiatives, including educational enhancement and childhood bereavement programs. Whether you are just starting to plan for your financial future or managing complex financial situations, New York Life offers flexible solutions tailored to your needs. With a focus on responsible investing and community involvement, New York Life is committed to making the world a better place for all.

New York Life: Adam Herzing is an insurance agency located at 26501 Rancho Parkway South, Lake Forest, California, United States. They offer permanent policies with a guaranteed death benefit and cash value that grows over time, long-term coverage that is customizable to your needs and budget, and the ability to invest policy cash value in the market. They provide coverage for everyday tasks, income replacement in case of sickness or injury, professionally managed investments, and guidance for creating an investment strategy and estate plan. The institution also offers insurance for employees, executives, and business owners, as well as charitable giving and bereavement support. With a diverse and welcoming workplace, New York Life aims to help individuals, families, and communities thrive. Their mission is to make the world a better place through responsible investing, community engagement, and financial support. They have the highest financial strength ratings and offer flexible solutions tailored to individual needs. New York Life is committed to making a positive impact and contributing to the well-being of their policy owners, employees, and the communities they serve.

Schwartz Retirement Benefit Strategies, located in Marina del Rey, California, is an experienced insurance agency specializing in comprehensive retirement plan administration, analysis, compliance, and design. With over 40 years of experience, their consulting team caters to a diverse portfolio of clients, from small professional firms to larger entities with over 100 employees. They also provide services to Third Party Administration (TPA) firms. The team at Schwartz Retirement Benefit Strategies focuses on the individual needs and goals of each client, ensuring their overall success and profitability. Clients praise the firm for their knowledge, integrity, and commitment to client satisfaction. Barbara Schwartz, the lead consultant, is known for her creativity in problem-solving and effective plan implementation.

Metropolitan Life Insurance Co is an insurance agency located at 3611 South Harbor Boulevard, Santa Ana, California, United States. With a long history of providing reliable insurance products and services, Metropolitan Life Insurance Co is dedicated to helping individuals and families protect their financial future. Whether you are looking for life insurance, disability insurance, or retirement planning, their team of experienced professionals is committed to finding the right coverage for your needs. Contact Metropolitan Life Insurance Co today to learn more about their comprehensive insurance options.

Pacific Life Insurance Co, located at 17011 Beach Boulevard in Huntington Beach, California, is an insurance agency that specializes in retirement and life insurance solutions. With over 150 years of expertise, Pacific Life offers strength, stability, and the confidence to protect what matters most. Committed to creating a meaningful future for stakeholders, Pacific Life focuses on CSR efforts and protecting generations of families. Their products are issued by Pacific Life Insurance Company and Pacific Life & Annuity Company, with a deep commitment to helping individuals reach their financial goals. Trust Pacific Life to protect your tomorrow and enjoy a life well-lived.

New York Life is a reputable insurance agency located at 7711 Center Avenue in Huntington Beach, California, United States. With a long-standing history of providing reliable and comprehensive insurance services, New York Life is dedicated to helping individuals and families protect their financial future. Their team of experienced agents are committed to providing personalized guidance and support to ensure that clients have the coverage they need. Whether you are looking for life insurance, retirement planning, or investment solutions, New York Life is here to help you navigate the complexities of insurance and financial planning. Trust in New York Life to safeguard your assets and secure your future.

Prudential | Dick Haley | Life Insurance & Financial Services is a trusted finance and insurance agency located at 424 East 6th Street in Corona, California. With a commitment to providing top-notch life insurance and financial services, our experienced team is dedicated to helping clients secure their financial future. Whether you are looking for life insurance coverage or need assistance with financial planning, Prudential | Dick Haley is here to offer personalized solutions tailored to your specific needs. Visit us today and let us help you achieve peace of mind and financial security.

Prudential | Kim Le | Life Insurance & Financial Services is a reputable finance and insurance agency located at 3333 Michelson Drive in Irvine, California, United States. Our dedicated team of professionals is committed to providing clients with personalized and comprehensive insurance and financial services to help them achieve their goals and protect their assets. With a focus on integrity and excellence, we strive to build long-lasting relationships with our clients and provide them with peace of mind for the future. Contact us today to learn more about how we can help secure your financial future.

Guardian Life Insurance Co-America, located at 4685 Macarthur Court in Newport Beach, California, offers insurance plans and policies to help you thrive today while preparing for tomorrow. They recently announced a record $1.398 billion dividend allocation for participating policyholders, reflecting their commitment to inspiring well-being. With a tradition of delivering on promises, Guardian has been recognized by organizations such as the Human Rights Campaign, DALBAR, and J.D. Power. If you have received a suspicious job offer from Guardian, please contact them directly. Dividends are not guaranteed and are declared annually by the company's board of directors, based on various factors including mortality experience, expense management, and investment results. For more information, visit their website or contact Guardian Life Insurance Co-America.

Sun Life Financial is an insurance agency located at 18881 Von Karman Avenue in Irvine, California, United States. We are dedicated to keeping our Clients' personal data safe and secure, and our performance highlights and strategic performance reflect our commitment to excellence. Our Annual Meeting is coming up on May 9, where you can join virtually or in-person. At Sun Life, we believe in the prevention of type 2 diabetes and are raising awareness about the risks associated with it. We also have a long history of financing clean and renewable energy projects, investing billions of dollars in sustainable initiatives.

Prudential | Michael Colgan | Life Insurance & Annuities is a reputable insurance agency located at 3333 Michelson Drive in Irvine, California. Specializing in life insurance and annuities, our experienced team is dedicated to helping clients secure their financial future and protect their loved ones. With a strong focus on customer service and personalized solutions, we strive to provide peace of mind and security for our clients. Contact us today to learn more about our services and how we can assist you in achieving your insurance goals.

Prudential | Steven Timbal | Life Insurance & Financial Services is a leading finance and insurance agency located at 3333 Michelson Drive in Irvine, California, United States. With a focus on providing top-notch life insurance and financial services, our team is dedicated to helping clients protect their future and achieve their financial goals. Whether you are looking for life insurance coverage or need assistance with financial planning, our experienced professionals are here to provide expert guidance and personalized solutions. Visit us today to learn more about how we can help secure your financial future.

Northwestern Mutual Life Insurance is a reputable finance and insurance agency located at 18575 Jamboree Road in Irvine, California. With a strong presence in the United States, Northwestern Mutual offers a range of life insurance products and financial services to help individuals and families plan for a secure future. Their experienced advisors are dedicated to providing personalized solutions tailored to each client's unique needs and goals. Trust Northwestern Mutual to help protect your loved ones and build a solid financial foundation.

Prudential| Matthew De Heras | Life Insurance & Annuities is a reputable finance and insurance agency located at 3333 Michelson Drive in Irvine, California, United States. Specializing in providing individuals and families with comprehensive life insurance and annuity solutions, our experienced team is dedicated to helping clients protect their financial future. With a commitment to personalized service and a range of products to choose from, Prudential| Matthew De Heras | Life Insurance & Annuities is a trusted partner in securing peace of mind for our valued customers.

The New York Life Los Angeles General Office is a prominent financial institution located at 6300 Wilshire Boulevard in Los Angeles, California. As a part of the renowned New York Life Insurance Company, this office provides a wide range of insurance and financial services to individuals and businesses in the Los Angeles area. With a team of experienced professionals, the office is dedicated to helping clients achieve their financial goals and secure their futures. Whether you are looking for life insurance, retirement planning, or investment strategies, the New York Life Los Angeles General Office is ready to assist you with personalized solutions tailored to your specific needs. Visit us today to learn more about how we can help you protect and grow your assets.

Citlalli Rojas, Managing Partner at New York Life Insurance Company in Riverside, California, offers a wide range of insurance services to meet the needs of individuals and families. With a focus on providing personalized and tailored solutions, Citlalli Rojas and her team strive to help clients protect their assets and secure their financial future. Whether you are looking for life insurance, retirement planning, or investment strategies, the experienced professionals at this insurance agency are dedicated to providing top-notch service and guidance. Visit their office at 4204 Riverwalk Parkway to learn more about how they can help you achieve your financial goals.

Jacob Torres, Bankers Life Agent is a reputable insurance agency located at 355 East Rincon Street in Corona, California. Specializing in providing top-notch insurance services, Jacob Torres and his team are dedicated to helping individuals and families secure their financial future. With a focus on personalized service and tailored insurance plans, they strive to meet the unique needs of each client. Whether you are looking for life insurance, retirement planning, or long-term care coverage, Jacob Torres, Bankers Life Agent is committed to providing you with the best insurance solutions. Visit their office in Corona today to learn more about their services and how they can help you protect what matters most.

Lucy Whitehead, Bankers Life Agent is an insurance agency located at 355 East Rincon Street in Corona, California. As a trusted Bankers Life Agent, Lucy Whitehead provides personalized insurance solutions to help clients protect their financial futures. With a focus on customer service and expertise in the insurance industry, Lucy Whitehead is dedicated to helping individuals and families find the right coverage for their needs. Contact Lucy Whitehead, Bankers Life Agent today to learn more about their insurance services.

The Life Insurance & Tax Center is a trusted insurance agency located in Westminster, California, United States. We specialize in providing comprehensive life insurance solutions and expert tax services to help our clients protect their loved ones and secure their financial future. Our team of experienced professionals is dedicated to providing personalized guidance and support to ensure that you have the coverage and financial security you need. Contact us today to learn more about how we can help you plan for tomorrow.

Century Trusts & Estate Planning is a law firm located at 2424 Vista Way in Oceanside, California, United States. Our goal is to help you protect what you’ve earned and built for the ones you love. Making end-of-life plans can be overwhelming, but with a compassionate attorney by your side, you can face crucial life decisions with confidence. Our experienced attorney, Ashby Sorensen, can guide you through the creation of a properly crafted estate plan. This plan will allow you to determine how your assets will be handled, ensuring that your loved ones are cared for in the event of your passing. Avoiding probate, which can be expensive and lengthy, is just one of the many benefits of working with our estate planning attorneys.

Milda Goeriz, Trust and Estate Planning Attorney is a reputable institution located at 11622 El Camino Real in San Diego, California. Specializing in accounting, finance, and legal services, Milda Goeriz offers expert advice and guidance in trust and estate planning. With years of experience and a commitment to providing personalized solutions for each client, Milda Goeriz is dedicated to helping individuals and families navigate the complexities of estate planning with confidence and peace of mind. Trust Milda Goeriz to provide comprehensive and reliable services for all your trust and estate planning needs.

Preston Estate Planning, located in San Diego, California, is a trusted institution specializing in estate planning for nearly forty years. Unlike other trusts that solely focus on avoiding probate, Preston Estate Planning offers comprehensive solutions that also address tax reduction, asset protection, and disability planning. They have identified common issues with traditional estate plans that can lead to unintended consequences, such as triggering high taxes, exposing assets to potential lawsuits, or causing complications for beneficiaries in the event of incapacity or death. Their unique approach includes the development of a Life Plan, which goes beyond the industry standard Death Plan to incorporate eight features that safeguard your assets. By incorporating strategies like Inheritance Trusts and Capital Gains Elections, Preston Estate Planning ensures that your estate plan is tailored to your specific needs and goals.

East County Estate Planning, PC is a reputable law firm located in La Mesa, California. Specializing in estate planning, their team of experienced lawyers is dedicated to helping clients protect their assets and ensure their wishes are carried out. With a focus on personalized service and attention to detail, East County Estate Planning, PC is committed to providing top-notch legal counsel for individuals and families seeking to plan for the future. Located at 7777 Alvarado Road, this institution is a trusted resource for all estate planning needs in the East County area.

The Alternative Teaching Strategy Center is a school located at 10640 Scripps Ranch Boulevard in San Diego, California, United States. This institution supports and advocates for autistic individuals, fighting for their basic human rights and dignity. ATSC is a non-profit organization dedicated to serving autistic individuals, as well as those with cognitive and learning disabilities. The center believes in the power of innovation and courage, as expressed by quotes from Albert Einstein, Eric Schmidt, and Winston Churchill. Join us in creating a more inclusive and supportive environment for all individuals.