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LA
PENSION 

PLANNERS

Specializing in Retirement Planning
and Investment Strategies

MISSION SATEMENT

ABOUT US

LA Pension Planners was founded with the commitment of education first. Our mission is to help our community through financial literacy. We strive to equip our clients with the knowledge to make informed decisions and gain confidence in their future. Helping our clients plan for financial well-being is our purpose which allows them to spend less time worrying and more time enjoying a fulfilling life.

Our Commitment to What Matters

We understand life is about much more than money. Money is simply a tool that can be utilized to help hopes and dreams move forward. Our holistic approach to financial advice starts with understanding what’s truly important in a retirement plan – You. Your priorities, goals and loved ones drive your decisions, so before making any assumptions, we listen with empathy and openness to ensure we develop a personalized strategy tailored to you.

 

Only after understanding your circumstances do our financial professionals offer advice. An investment strategy tailored to your unique goals is then devised to help you live your life with confidence.

Consultation

Personalized Advice

Educate you on your options

We'll bring you options from various providers that can help address your needs and implement a plan for what you have earned and saved.

Provide clear recommendations

You provide insight into what is important to you and we help tailor recommendations that align with those goals

Ongoing Service

Track your progress to face the future together

As your goals change over time, so should your financial strategy. We understand life can be unpredictable and believe in adjusting the sails as the winds shift. We modify positions to progress toward new goals you've communicated to us, so you can live the life that's most meaningful to you.

MEET THE STAFF

MEET THE STAFF

MEET THE STAFF
OUR SERVICES

OUR SERVICES

Done Deal

 PLANNING 

  • Retirement Planning 

  • Pension Planning

  • Distribution Planning

  • College Planning

  • Long Term Care Planning

  • Debt Management

RETIREMENT

  • 403b/457b/401k/401a

  • Roth 403b/401k

  • IRA (Traditional, Roth, SEP, SIMPLE...)

  • Distribution Planning

  • Fixed or Variable Annuities

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Moving In

RISK MANAGEMENT

  • Pension Maximization Strategy

  • Mortgage Protection Strategy

  • Life Insurance:

    • Term Life​

    • Indexed Universal Life (IUL)

    • Variable Universal Life (VUL)

  • Long Term Care Planning

INVESTMENTS

  • Advisory Services

  • Portfolio Management

  • Asset Allocation Services

  • Strategic Asset Management

  • Structured Investments

  • Index Funds

  • Actively Managed Funds

Receptionist

EMPLOYEE BENEFITS

  • Defined Benefit Plans

  • Health/Dental/Vision

  • Group Disability & Life

  • Executive Benefits

  • 401k/403b/457b

CONTACT

CONTACT LA PENSION PLANNERS

For any general inquiries, please fill in the following contact form:

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(818) 669-6640

177 E Colorado Blvd, Office 3055

Pasadena, CA 91105

EDUCATIONAL ASSOCIATION RELATIONSHIPS

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Securities and Advisory services offered through GWN Securities, Inc., Member FINRA/SIPC, a Registered Investment Advisor. 11440 N. Jog Road, Palm Beach Gardens, FL 33418. (561) 472-2700. LA Pension Planners and GWN Securities, Inc. are separate companies.

   © 2024 LA Pension Planners

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