21700 Oxnard Street,
Proper insurance planning is an integral part of a sound financial plan. Whether you need income protection, life insurance or affordable health care, we are ready to help with your risk management needs.
At Pacific Coast Wealth Strategies, our team will review your existing insurances and develop recommendations after completing a personalized financial analysis. We then provide specific insurance strategies in the areas of:
Life insurance is one of your most valuable assets. It may provide funds to:
Like any asset, it is important to periodically review whether your life insurance continues to meet your needs. Life continually changes – marriage, divorce, death, children are born and grow up, with moves and job changes along the way. Lifestyle change and health changes. Financial situations and goals change. In addition, because life insurance is a financial asset, its performance may fluctuate and should be reviwed to help ensure it continues to meet your changing needs.
Pacific Coast Wealth Strategies believes that some life insurance policies can be improved upon once a thorough, detailed, and unbiased analysis has taken place.
After a full assessment of your goals and objectives, we will obtain in-force illustrations on existing policies to analyze how they have performed since purchase; we then review future projections to see if these policies continue to meet your objectives. As needed, we can work with a vast network of insurance carriers to obtain the best possible medical rating and pricing for the amount of coverage necessary to meet your needs.