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OUR SERVICES
The core of our business will always be serving your insurances needs, however, we do provide a wide variety of other financial services. We can help you execute a comprehensive financial strategy for you and your family by utilizing the following:
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INSURANCE PLANNING
Reviewing and discussing how Life, Health, Disability and Long Term Care Insurance can provide protection for your family as well as piece of mind and financial security
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ESTATE PLANNING
Discussing your wills and trusts, helping preserve your estate for your intended heirs, helping with beneficiary designations, reducing exposure to estate taxes and probate costs, and/or coordinating with your tax and legal advisors
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EDUCATION FUNDING
Recommending investment and accumulation strategies to help you pay for your children's education
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RETIREMENT PLANNING
Making the most of your employer-sponsored retirement plans and IRAs, determining how much you need to retire comfortably, and/or managing assets before and during retirement
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INVESTMENT PLANNING
Determining your asset allocation needs, helping you understand your risk tolerance, and recommending appropriate investment vehicles to help you reach your goals
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Contact Info
17328 Ventura Boulevard #247
Encino, CA 91316
tel (818) 788-1293
fax (818) 345-3955
info@astalosinsurance.com