Retirement Planning in the Greater Northern & Southern California Area
Invest In Your Future With The Family Tree Wealth & Legacy Group.
Insurance Strategies That Grow With You
The Family Tree Wealth and Legacy Group is in the business of helping proactive clients look ahead to mitigate financial risks to better position themselves, their families and future generations. No matter where you are in life, we will grow and evolve with you and your insurance needs so you can live life to the fullest.
We Help Our Clients Get Answers to These Questions:
- How can I protect my family from financial hardship if I pass away?
- Do I have enough money and income streams to support myself in retirement?
- Are there insurance strategies available to protect my nest egg from taxes?
- What happens if I need long-term care after suffering from an illness or disability?
- How can I support future generations with financial resources?
- How can I protect my business and increase viability in the event of personnel changes?
Located in Solana Beach, we are proud to serve our valued clients in California and beyond. What can we do for you? Let’s set up a meeting and find out today!
Retirement Planning Strategies Built For You
Our services focus on helping clients leave a financial legacy, create a guaranteed* income stream, reduce risk, protect assets and mitigate tax burdens through the strategic use of insurance. We also work with trusted partners in the areas of finance, tax planning and legal so that our clients who need a team approach can reach their goals.
*Guaranteed lifetime income available through annuitization or the purchase of an optional lifetime income rider, a benefit for which an annual premium is charged. Annuities are long-term, tax-deferred vehicles designed for retirement and contain some limitations.
Schedule a Call
Take the first step toward protecting your assets and give us a call today!
Planning For Retirement Has Never Been So Easy
When you choose to partner with us, we walk our clients through a six-step INSURE process designed to get to know you and identify suitable strategies to achieve your retirement goals.
Introduction. Complimentary “get to know you” consultation.
Needs Assessment. Identify needs, wants and goals.
Strategize. Explore strategies for reaching goals.
Utilize. Determine what strategies to implement.
Review. Review and finalize strategies.
Evaluation. Re-evaluate and adjust as needed.
5 Simple Steps to a Successful Retirement: Make Your Retirement a Blockbuster
Do you have doubts about your ability to reach your retirement goals? Are you less than confident about certain aspects of your retirement strategy? Here’s the good news…there’s always time to adjust your plan and get back on track. You can take your retirement strategy from flop to blockbuster with these simple strategies.