Sherman Oaks, CA Financial Planning, Estate Planning and Buy Sell Agreement Experts

If you are a responsible adult living in Sherman Oaks, California financial planning is an absolute must. People that can provide opportunities for their children while they simultaneously know that they will be able to retire in comfort are the ones that have the foresight to plan ahead effectively. Clearly, everyone is not a financial planning expert, but this is where we can enter the picture to provide the appropriate guidance.

You can rest assured that you will develop the resources that you need if you engage our services. We can also provide assistance if you want to establish an education savings plan for your children, your grandchildren, or any other young person that you care about.

Sherman Oaks is one of the most important places in the San Fernando Valley, and it is a physically beautiful because of the proximity to the Santa Monica Mountains. The Van Nuys Sherman Oaks Park is located in the neighborhood, and this is a great place for families to congregate. A number of high profile celebrities have lived in this area, including actress Jennifer Aniston, who is a native daughter. We are proud to be able to provide financial planning for Sherman Oaks residents, and our doors are open anytime you want to tap into our expertise.

Medicare Supplemental Insurance

It is important to understand the fact that there are significant out-of-pocket costs to pay on your own when you have Medicare coverage as a senior citizen. Medicare supplemental insurance is highly recommended, and when all is said and done, it may well save you a significant amount of money in the long run. The Medicare supplemental insurance Sherman Oaks clients can obtain from us is very strong, but you may be surprised when you hear about the relatively low premiums.

Estate Planning

Estate planning is another service that we offer to local clients. When you have a solid estate plan in place, you can go forward with the knowledge that your legacy will be appropriately distributed to your loved ones.

Business Insurance in Sherman Oaks, California

Business insurance is available through our agency as well, and we offer a number of different forms of coverage. We will work with you to gain an understanding of your needs and make sure that you have right coverage at the right price.

Give Us a Call Right Now!

If you are interested in business insurance, estate planning, Medicare supplemental insurance, or financial planning in Sherman Oaks, California, call Legacy Partners at 855-966-6884.