6:30am-4:00pm

Monday to Friday

2660 Townsgate Road #450

Westlake Village, CA 91361

(800) 984-3302

Retirees

Average Age: 74, ranging from 52 to passing

Key Issues: Cash Flow Management, Investment Diversification, Taxes, Estate Planning, Transfer of Assets Now and at Passing, Gifting, Children and Grand Children, Titling of Assets, Health, Long-Term Care Issues, Medical, Simplicity, Safety Net

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