Lifestyle Income Strategies
Contact Us:
​(714) 627-2463​
  • Home
  • Services
    • Life Settlement (Sell Your Life Policy)
    • Life Settlement Investing (Buy Life Policies)
    • Annuities
    • Life Insurance
    • Critical Illness Insurance
    • Financial Planning
    • Long Term Care Insurance
  • Business Solutions
  • Quotes
    • Life Settlement Quote
    • Life Settlement Investing Quote
    • Annuity Quotes
    • Life Quote
    • Critical Illness Insurance Quote
    • Long Term Care Insurance Quote
  • About
    • Staff Directory
    • Insurance Carriers
    • Refer a Friend
    • News >
      • Newsletters
      • Special Interest Articles
    • Privacy Policy
    • Accessibility Statement
  • Consultation
  • Contact

Financial Planning

Let's protect your financial future. Speak with our financial experts about available solutions for savings, retirement, investments and more.

Free Consultation

What is a Financial Planner?

A financial planner or personal financial planner is a professional who prepares financial plans for people. These financial plans often cover cash flow management, retirement planning, investment planning, financial risk management, insurance planning, tax planning, estate planning and business succession planning for business owners.

Financial Products

Here are a few of the financial products we assist clients with:
  • Annuities - Fixed Annuities, Fixed Index Annuities, Income Annuities, Annuity Living Benefits
  • IRAs - Rollover IRAs, Traditional IRAs, Roth IRAs, IRAs for Spouses, SEP IRAs, SIMPLE IRAs
  • Life Insurance - Term Life Insurance, Universal Life Insurance, Indexed Universal Life Insurance, Variable Universal Life Insurance, Survivorship Life
  • Workplace Retirement Plans - 401k Plans, 401a Plans, 403b Plans, 457 Plans, SEP IRAs, SIMPLE IRAs
  • College Savings Plans - 529 Plans, Coverdell Education Savings Plans, UGMA and UTMA Custodial Accounts
  • Employee Benefits Plans - Critical Illness, Accident Insurance, Group Life Insurance, Group Disability Insurance.

You may or may not qualify for all or any of the options above. The best way to find out your best options is to schedule a free consultation with our financial specialists today.

Contact Us About
Financial Planning:

(714) 627-2463​
333 City Blvd. West
Suite 1700
​Orange, CA 92868​
Click Here to Email Us
Financial Insurance Quote

Licensed in California, Arizona, Arkansas, Texas, Mississippi, New Jersey, Alabama, and New Mexico

Navigation

Homepage
Insurance Quotes
Business Services
Insurance Products
Contact Us
Privacy Policy
Agent Login

Social Media

Facebook
LinkedIn
Twitter 
​Instagram

Share This

Contact Us

Lifestyle Income Strategies
333 City Blvd. West
Suite 1700
​Orange, CA 92868
(714) 627-2463
​Click Here to Email Us

Location

Website by InsuranceSplash