Services: Complimentary Evaluation Meeting to Discuss Your Financial Needs and Questions. Call (310) 453-6008

BRW Financial Services

Have you recently started a family, developed a business, or are moving along along successfully in your career?  Then the most important considerations are “how do I protect my family or my business in the case of an unforeseen life changing event.”  A pragmatic individual considers these circumstances before they actually happen.

That is why we offer life insurance, disability income insurance, long term care, etc. to protect your loved ones or business associates so that the financial resources are available to support them or provide for them.

As an independent agent I have no products I have to push, no companies I represent other than those that offer my clients the best solutions.  I have helped hundreds of clients over the years to do what was right, cost efficient and achieved their goals.  If you have a financial problem or goal, we can arrange a free evaluation meeting.  Once we have agreed on your needs, we will then reconvene to discuss the solutions I have considered appropriate.  Then it’s up to you to make the decision to go forward with all options considered.

What is that old saying” …an ounce of prevention is worth a pound of cure.”  Well, that’s why we are available to show you how to initiate a plan of prevention.  Now is the time to put that plan into effect!!!

Most investors want the best opportunities for their nest egg, but it often becomes a balancing act between a sense of security and the growth of potential of the markets. A fixed indexed annuity can provide some of the better features of both worlds. How does it compare with your other investments?

Annuity Growth Opportunity

BRW Financial Services

Got Questions?
Get Answers: (310) 453-6008

Frequently Asked Questions

What are the different forms of annuities?

Annuity Types: Fixed, Deferred, Immediate, Indexed

Annuities are complex and diverse.  Depending on your needs, resources and risk orientation, these products can offer varying types of income and protections.  there are options to consider before making an investment.

Should I prepare a will? A living trust, a revocable trust, an irrevocable trust?

If you have any meaningful assets or income, you should have a will or a trust.  Different options must be considered, including price and the size of your estate.

Get in touch for more in-depth answers to your questions.

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