RETIREMENT PLANNING ASSOCIATES

Here at Retirement Planning Associates, we strive every day to give people a better feeling about their money and more confidence about their future financial success. Some of the services we provide are wealth management and retirement planning, estate planning, insurance protection and wealth preservation. Most importantly, when you work with our skilled professionals, we'll help educate you on financial concepts and assist you to pursue and achieve your goals... While all of our clients typically have good advisors - attorneys, CPAs, investment brokers, insurance people - we have found that it's no one's job to take a helicopter view of your entire financial situation at one time, on a cross-disciplinary basis; not just from a legal perspective, not just from a tax perspective, not just from a financial perspective, but looking at your objectives across the board. We work with your current advisors, not replacing them.

Primary location: Sherman Oaks United States