About Confidence Wealth
No fees. We believe in first educating you so that you make informed decisions.
Confidence Wealth & Insurance Solutions LLC is licensed to offer you retirement planning, life insurance, long term care, social security analysis, and analysis of your tax benefits. Call us at 310-824-1000 or click here to schedule a free review of your situation so we can further help you.
Absolutely! We encourage that you bring your spouse, especially if you do your financial planning together. We’re all about transparency and clarity.
No problem! We can schedule a call or online meeting (e.g. Skype, Facetime, Join.Me, etc.) We make it easy for you!
Confidence Wealth & Insurance Solutions LLC helps businesses with employee benefit packages. We can help you develop a business strategy for your employee benefits to improve employee retention. Life insurance, pension plans, and other benefits can be instrumental to making sure your best employees stay with your company.
Since 2002, Confidence Wealth & Insurance Solutions LLC is a prestigious income planning company specializing in life time income planning and asset protection. You may also check out our A+ rating with the Better Business Bureau (www.bbb.org). We are licensed under California Department of Insurance License no. 0K83183.
The stock market is volatile and unpredictable, and there are alternative options for generating retirement income with less risk. While it may bring big gains, it can also suffer huge drops. If you would like a review of your income options, call us at 310-824-1000 or click here to set up a time to talk.
The adequacy of your retirement plan depends on a number of factors, but the most important thing is that you set your goal and make an attainable plan to reach that goal. It doesn’t matter how much money you currently earn. What matters is how you plan for the future. Confidence Wealth & Insurance Solutions LLC can conduct a review of your retirement strategies to see what options you can add to your retirement plan.
You should begin planning several years before the date you have set for retirement so that you will know what is required to continue certain benefits into retirement. There are many factors related to retirement planning, and it is literally never too early to begin. The federal annuity is only one element to consider in today’s complex financial scene. You should start many years before considering actual retirement. Other considerations, such as Social Security may affect your benefits.
Depending on your employer, you may have a 401K or a pension plan for your retirement. Some companies also offer stock options for their employees. Both you and your employer contribute to your 401K, while a pension plan is provided by your employer. Check with your employer’s human resources department to find out the benefits that are offered. You should consider other income planning options outside the scope of what your employer can offer.
No two families are alike, and no two life insurance policies are alike. To make sure your life insurance policy is the best for your family’s needs, your unique circumstances should be considered, such as death benefits pay outs and taxation. After a careful evaluation of your situation, Confidence Wealth & Insurance Solutions can help you choose the life insurance that is best suited for your needs.