• IRA
• 401K
• 403B
• 457
• SEP IRA

• Pension
• Social Security
• Medicare
• Medi-Cal
• Personal Business
• Critical Illness
• Life Insurance Services

• Corporation
• Investment
• Mutual Funds
• Managed Portfolio
• Inheritance
• Lending Services
• Refinancing Services

Whether you want to budget better, save for retirement, plan for your children's college or anything in between, our team of Certified Financial Planners will help you create a custom tailored financial plan that's right for you. Our advice is highly personal and customizable based on your current needs. You visit the doctor to stay healthy. You don't know how to change the oil, so you take your car to the mechanic. Doesn't your financial future deserve the same care from a professional? At SW Insurance Solutions, you don't need to know about dollar cost averaging or RMDs. You just need to be an expert in you! Help us learn about your goals in life, and we'll help you learn about how to plan for them.

Estate Planning

•        Do you have a plan establish for your family when they pass away?
•        In case of a cognitive impairment, do you have legal documents and a person who will manage your assets?
•        Who will oversee your estate and distribute the inheritance as you instructed?
•        Do you have a business and have a named beneficiary/successor?
•        Are your assets sheltered to avoid potential lawsuits or judgement?



Retirement Planning

•        Do you know how much is needed for your Retirement?
•        Do you know the difference between a deferred fixed annuity, a deferred index annuity and a deferred variable annuity?
•        Are you fully maximizing your 401K, 403B, IRA, SEP IRA contributions on an annual basis?
•        If you have left your employer, is your company's retirement plan (401K, 403B, ESOP, & Pension) still being managed by the former company?
•        Do you how to ensure that you will have income for life within retirement account?