CALIFORNIA CONSUMER

Insurance & Investment Consultants is an independent financial services firm in Birmingham, AL. We strive to help our clients develop and carry out a comprehensive financial plan to meet their needs. This comprehensive plan helps to put into place various efficient strategies in the "accumulation process" of your working years - analyzing assets, protecting assets, and minimizing tax consequences, just to name a few. We also help our clients to effectively bridge into the "distribution phase" of retirement. There are many obstacles that may cause a person to have catastrophic accidents in the distribution phase as they navigate down the "financial mountain" of retirement - inflation, healthcare, longevity risks, and market risks, just to name a few. We have excellent resources at our fingertips that many firms do not have that will allow us to help our clients to strategically plan for retirement. Our goal as a firm is to treat our clients exactly like we would want to be treated.

Primary location: Birmingham United States