SWAT ADVISORS

From 50+ years, SWAT has stood tall as one of California's leading exit tax planning and wealth management firms. SWAT Advisors was founded on a vision to offer financial solutions that cater to the unique needs of wealthy families, high net-worth individuals, innovative founders, and progressive businessmen... We care about you. With SWAT Advisors, you won't talk about ‘if' and ‘when' of your exit; because we delve into the ‘how'. Choose SWAT - where your wealth works for you... When you think about Life Insurance, the first thing that comes to mind is "how to secure our future?" While life insurance is a complex process to tackle alone, with SWAT, you don't have to wrap your head around the technicalities! Embrace our Life Insurance Planning that offers Financial Security, Funeral Costs, Transparency, Legacy Planning, Living Benefits, Tax Benefits and what not.

Primary location: Brea United States