PERSONAL WEALTH & BUSINESS SUCCESSION

Legacy/Estate Planning

What will you pass on to your loved ones? Do you have a plan? We can help you build the right plan for your family.

INDIVIDUAL HEALTH/LIFE/DISABILITY/LONG TERM CARE INSURANCE

Need advice on the best plan in a complex insurance market? We've got solutions to help build your custom plan.

TAX FREE SUPPLEMENTAL RETIREMENT INCOME

There are limited options on tax free retirement options. Our expert team can create a stream of tax free retirement income options for you.

BUSINESS SUCCESSION PLANNING

Let's continue your legacy. If you cannot afford to lose a key employee or business partner you will need to have a plan.

Location

1585 E. 17th Street
Santa Ana, CA 92705

Connect

Phone: 800.927.3566

Fax: 714.547.8080

info@levinis.com