Retirement Planning Services in Valencia

Make the Most of Your Finances During Retirement!

LBW Insurance and Financial Services helps plan sponsors, like you, offer cost effective plans that run efficiently and meet the evolving needs of both you and your participants. Our team has the experience and knowledge to help make your plan more responsive to the interests of your company and participants.

We work with our clients from plan design to implementation, then administer and provide ongoing fiduciary and ERISA compliance.

The LBW Team is ready to help with your:

  • 401(k)
  • 403(b)
  • Profit Sharing Plan
  • Cash Balance Plan
  • Defined Benefit Plan
  • SIMPLE IRA

Our services include assessing, analyzing, and addressing the specific needs of your plan to help maximize its value to your organization. We strive to improve the overall effectiveness of your plan by helping you:

  • Manage fiduciary risk
  • Improve operational efficiency
  • Increase employee satisfaction
  • Streamline investment selection and analysis
  • Identify and recommend cost efficiencies

We offer three major categories of service:

  • Consulting
  • Conversion and installation
  • Ongoing services

We strongly recommend scheduling a regular review of your retirement plan. Our review covers all the key areas:

  • Investment consultation and review
  • Fiduciary and compliance issues
  • Participant education and communication
  • Assessment of your plan design
  • Quality of plan service

We review and evaluate your plan with you and follow up with a customized action plan that offers step-by-step guidance to help boost your plan's effectiveness.

Contact us at (888) 522-7805 to reach our Santa Clarita retirement advisors.