Protection Today for Peace of Mind Tomorrow: Comprehensive Insurance Solutions Tailored for You
Are you concerned about the future? Uncertain events, long-term care needs, and unexpected liabilities?
Overwhelmed by insurance options and unsure what's right for your unique situation?
Believe that every hard-working individual deserves security and peace of mind?
With more than 25 years of experience, we understand the intricacies of insurance. Let us guide you to the ideal protection plan tailored for your needs.
With comprehensive insurance planning, you can:
- Rest easy knowing long-term care needs are met
- Protect your assets and hard-earned wealth
- Ensure your family’s financial well-being
- Enjoy a consistent retirement income
Without the right insurance strategy, you face:
- Draining savings for long-term care
- Unexpected financial losses from liabilities
- Leaving loved ones vulnerable
- An uncertain retirement
Secure your peace of mind with out tailored solutions.
Insurance Simplified: Our Four-Pillar Approach
1. Long-term Care Planning: Protect against high care costs with strategic planning.
2. Liability Management: Safeguard your assets and future from unforeseen events.
3. Life Insurance: Ensure your loved ones are cared for, no matter what.
4. Annuities: Secure steady income for your retirement years.
LIFE INSURANCE
Term Life Insurance
Affordable, temporary coverage that protects for a specified period. Ideal for meeting short-term goals and providing financial security for your loved ones.
Whole Life Insurance
Permanent coverage with a cash value component, offering lifelong protection and the potential to build wealth over time.
Universal Life Insurance
Flexible coverage options with the potential for cash value growth. Customize your premiums and death benefit to suit your changing needs.
ANNUITIES
Fixed Annuities
A secure investment offering guaranteed returns, providing a stable income stream in retirement.
Variable Annuities
An investment-linked annuity that allows for potential growth through market exposure, with options for income in retirement.
Indexed Annuities
Based on a market index’s performance, with protection against market downturns.
Take the First Step Toward Peace of Mind
Don’t leave your financial future to chance. Schedule a free consultation with one of our insurance planning experts today.
Retirement Design Experts and Financial Empowerment Consultants
Our Contact Info
Address: 4701 Teller Ave, Newport Beach, CA, 92660
Email: [email protected]
Phone: (562) 533-6796
Fax: (949) 706-0101
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Investment Advisory Services offered through Miramontes Capital, LLC. Securities offered through Balanced Security Planning, Member FINRA/SIPC, Headquartered at 4701 Teller Ave, Newport Beach, CA,92660. Miramontes Capital, LLC and Balanced Security Planning, Inc. are separate companies affiliated through common control.