Burbank, California Financial Planning Experts for Estate Planning and Business Partnership Insurance

Our company, Legacy Partners, is the premier Burbank, California financial planning resource. We have helped countless clients achieve their goals over the years, and we take our responsibility to the community very seriously. When you partner with our company to help you map out a long-term financial strategy, you can rest assured that you will be given the right advice.

This city may well be the entertainment industry capital of the world. Walt Disney, Warner Brothers, and Nickelodeon all have major presences in town, and there are a number of other big names dotting the landscape. In addition to these facilities, there are many other notable sites, including the Gordon R. Howard Museum, Paul Valhalla Memorial Park, and Columbia Ranch. We are proud to be able to provide financial planning for Burbank, California, residents and we look forward to making many new local friends in the future.

Education Savings Plan

A college education is very expensive, so it takes careful planning to be able to make sure that your young family members can reach their full academic potential when the time is right. We would be more than glad to help if you are interested in devising an education savings plan as a Burbank, California parent or grandparent. The 529 education savings plan is very popular, but there are other possibilities.

Medicare Supplemental Insurance for Burbank, California Residents

If you work and pay taxes for at least 10 years, you will qualify for Medicare as a source of health insurance when you reach the age of 65 under currently existing laws. This program will certainly help as an underpinning, but there are out-of-pocket expenses that you have to take care of yourself. Medicare supplemental insurance can provide the ideal solution, and this is another area of specialization for our agency.

Business Insurance

We are also a reliable Burbank, California business insurance resource. You can obtain a number of different types of business insurance coverage from us, including business partnership insurance.

Estate Planning

Estate planning is a must for all responsible adults. We can gain an understanding of your financial situation, your family dynamic, and your legacy goals and help you put the ideal estate plan in place.

Give Us a Call Right Now!

If you would like to discuss estate planning, business insurance, Medicare supplemental insurance, an education savings plan, or financial planning with a Burbank, California agent you can truly trust, call Legacy Partners at 855-966-6884.