Our Products & Services
The Four Essential Phases of a SOUND FINANCIAL STRATEGY
Wealth
ACCUMULATION
A key to reaching the increased financial security we all desire is having an effective wealth accumulation strategy in place. This must be tailored around your unique financial goals, and it must be consistent with your timeframe without jeopardizing or impairing your current way of life.
Income
DISTRIBUTION
While many individuals spend a lifetime building wealth, little effort is often spent on devising a strategy to wisely utilize one’s accumulated assets once in retirement, and many are concerned that they may actually outlive their savings. Financial Risk Management, Inc. Insurance Agency provides solutions including the use of annuities which guarantee a retirement income you absolutely cannot outlive.*
Wealth
PRESERVATION
Once in retirement, many individuals find it even more important to protect what they’ve spent a lifetime accumulating. After years of faithfully putting money away, the ‘saving years’ are over, and you must shift gears into a mode of preserving what you’ve built.
Wealth
TRANSFER
Wealth transfer can be a vital component of your financial strategy. It is the final step in our process, and it provides you the increased reassurance that comes with knowing that you have taken the steps necessary to help prepare for the continued security of your family.
*Guarantees subject to financial strength and claims paying ability of issuing insurer.
As for the future, your task is not to foresee it, but to enable it.
-Antoine de Saint-Exupery, French Author
- At Financial Risk Management, Inc. Insurance Agency, we offer a wide range of products and services
to assist you in crafting a sound financial strategy for the days ahead.
- ANNUITIES
Single Premium Immediate Annuities
Multi-Year Guarantee Annuities
Fixed Annuities
Fixed Index Annuities
- LIFE INSURANCE PRODUCTS
Term Life Solutions
Whole Life Solutions
Universal Life Solutions
Equity Index Universal Life Solutions
Survivorship Coverage - LONG TERM CARE INSURANCE
Home Health Care Coverage
Assisted Living Coverage
Nursing Home Coverage
Comprehensive LTCi Policies
Individual & Group LTCI Coverage - ADDITIONAL SERVICES
Retirement Income Planning Strategies
dreamware™ Retirement Analysis
Estate Planning Strategies
Charitable Giving Solutions
Legacy Planning Strategies
Contact Us
Insurance Agency
43770 15th Street West, Suite 200
Lancaster, CA 93534
300 West Glen Oaks Blvd., Suite 104
Glendale, CA 91202
Toll Free: (800) 520-1204
Tel: (661) 940-4875
Fax: (661) 940-4878
Email: info@financialriskmgmt.com