Los Angeles-based Confidence Wealth & Insurance Solutions
is a retirement income planning firm whose primary goal is to protect you from running out of money during your retirement years.
The firm utilizes high quality tools and provides customized care that exemplifies an elevated level of commitment to meet your specific financial needs.
Consisting of experienced income strategists, relationship specialists, and the Confidence Wealth outreach team, the company has been able to help many retirees and pre-retirees throughout the Greater Los Angeles area.
Through extensive research and analysis, Confidence Wealth has developed a tailored approach to help you make informed decisions about your financial future.
Since 2002, Confidence Wealth and its affiliated companies have provided solutions for retirement income planning.
Our commitment to creating a better you.
Our passion is to provide you with custom solutions to your unique financial needs. Relationships and trust are our #1 priority! We develop personal relationships with our clients. Making you feel comfortable and safe in our work with you is important to our philosophy.
What do we do?
We are dedicated to helping you live a better life and have a better future. Talk to us about all your income planning needs including retirement planning, life insurance, long-term care, and business protection.
Confidence Wealth’s philosophy on a better life goes beyond retirement income planning. We want to help you enhance your life in all areas so that you can live a balanced and complete life.
We care about protecting what you care about the most. We treat your financial assets as if they were our own. Our clients appreciate our conservative approach to income planning. We don’t like losses, and we know you don’t either! Our mission is to maximize your retirement income while minimizing your risk.
We are a very personalized income planning firm. We want you to have a personal and welcoming experience when you work with us. Your individual needs matter to us.
What makes us special?
Many things have been custom tailored to you such as our level of service. While our level of service, client care, and due diligence does make us different from other income firms, what really distinguishes us from the rest is our commitment to you and the small touches that we put into our client care. Everyone in our firm is a relationship specialist, and we will make sure you get a live person on the phone when you call.
And lastly, what really separates us from other income firms is our commitment to public education, outreach, community and relationship building, and living a balanced life.