MALIBU WEALTH PLANNING

Malibu Wealth Planning takes a comprehensive approach to defined contribution retirement plan consulting, focused on minimizing fiduciary risk for plan sponsors and their oversight teams, as well as minimizing the risk of negative participant outcomes. We provide pro-active, value-adding services to our clients, their plan committee(s) and their employees... Our experienced professionals leverage reliable data that provides top-of-the-line insights. With an in-depth knowledge of financial markets, asset management and insurance products, we are well-placed to implement an investment strategy that is tax-efficient, can protect your income and enables you to grow your personal store of wealth... Malibu Wealth Planning offers wealth management financial advisor services from a certified financial planner. Schedule your FREE retirement plan analysis today!