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Create The Perfect Financial Plan

FREE Consultation and Assessment

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    CREATE

    By Understanding our client's needs, wants, and wishes we are able to offer individualized services focused on forming a long-term partnership.
     

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    GROW

    Our services are tailored to the needs of our clients -- from basic concepts to advanced solutions.

     

    As your needs grow, so to do the services we offer.

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    PROTECT

    We have specialized knowledge and experience working with high-net worth business owners, families, and individuals that allows us to understand and address your specific concerns.

City Financial Advisors

What Our Financial Planning Can Do For You

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BUSINESS OWNERS

AND THEIR COMPANIES

  • TAX SOLUTIONS
  • BUY-SELL PLANNING
  • NON-QUALIFIED DEFERRED COMPENSATION (NQDC)
  • EXIT STRATEGIES
  • ASSET PROTECTION

FAMILIES

AND INDIVIDUALS

  • LIFE INSURANCE FAMILY PROTECTION
  • ESTATE PLANNING
  • LIFE INSURANCE POLICY REVIEW
  • INCOME PROTECTION - DISABILITY INSURANCE
  • PREMIUM FINANCING
  • LONG-TERM CARE INSURANCE

Learn More

 

Real Customer Review

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- Betty R., Los Angeles, CA

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