Insurance & Financial Services
Contact Our Office Today 888.522.7805
Retirement & Financial Planning Services
Serving Los Angeles & The Surrounding Areas

Valencia Retirement & Financial Planning

Building & Protecting Your Personal Nest Egg

If you have not started planning for your financial future and retirement, now is the time! If you have started your planning, it is a good practice to have professionals review your plan to ensure you are on track towards your goals. Financial markets and conditions are constantly changing and it just makes good financial sense to periodically review your plans to help ensure they are still in line with your goals.

We offer a variety of Financial Planning and Retirement Plan Services and Products, including:

  • Financial Planning Services – Specific items or Comprehensive plans
  • Investments
  • Managed Asset Plans

Individual Retirement Plans We Offer

  • Individual Retirement Accounts (IRA’s)
  • Individual 401k Accounts
  • Roth Accounts
  • Annuities

Act Now To Start Planning Your Financial Future!

Our Santa Clarita Financial Planning and Retirement Plan Representatives at LBW can help you sort through all the various factors that determine what type of investments are suitable for you based on your personal financial and retirement goals. It is never too early to start planning for your financial future and retirement. Don’t Wait!

Call us at (888) 522-7805 today - helping individuals throughout the Santa Clarita Valley!

INSURANCE CLIENT TESTIMONIALS

  • LBW has provided world class service and advice and I would recommend them to anyone desiring top quality insurance solutions.

    “"I want to take this opportunity to thank you for the outstanding personal attention and service we have received. The staff at LBW are not only very knowledgeable and courteous but they are also accessible both in person and by phone as needed. In addition to all of the personal assistance we have received your staff has well represented LBW as my advocate for quality insurance plans. From design, to enrollment, to administration; LBW has supported me through all of my employee benefits and business insurance choices. LBW has provided world class service and advice and I would recommend them to anyone desiring top quality insurance solutions."”

    Inna Tuler, President Maintco Corporation

  • The guys at LBW really helped us identify our key risks and gave us valuable insights on how to mitigate them

    “The guys at LBW really helped us identify our key risks and gave us valuable insights on how to mitigate them. Howard and Todd are both exceptionally informative and really easy to work with. As the CEO of an emerging-growth startup I highly recommend the team at LBW.”

    Marty Chaskin, Co-Founder and CEO of LockAware, Inc.

  • Your team works together seamlessly.

    “The service we receive from LBW has been outstanding! Your team works together seamlessly. LBW can be proud to have such helpful, attentive, competent and caring personnel willing to go the extra mile to help the clients they serve.”

    Barbara Frederick, Dir of HR at Filter Pump Industries

  • I consolidated all of my policies with LBW and received excellent service and better coverage for less annual premiums!

    “I consolidated all of my various insurance policies (homeowner, auto, boat) with LBW and received excellent service from Millie and must say, better coverage on all for less annual premiums! I did not realize that I could get such great rates with AARP policies by using LBW as my agent!!! Highly encourage all my friends to check it out!!!”

    Jennifer Domingos

  • Thank you for the excellent job you do for my business, my employees, and my family.

    “"I want to thank you for the excellent job you and your team did on my recent fire claim. As you know, the fire we experienced at our property was devastating and the loss much larger than first anticipated. The LBW team stayed on top of the carrier and really pushed to get our claim handled as quickly and effectively as possible. As always, you and your team treated me like a VIP. This is just one more instance that confirms my decision to put both my business and personal insurance with you. More important than the follow-through provided when we experienced our loss, is your team’s continual review of our policies. It was those reviews that made sure we were adequately covered. Thank you also for making me look good in the eyes of the many folks I have referred to you. I know you will always take good care of those I send your way.”

    Rodney L. Gleicher, President G&G Properties