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PLJ Advisors is licensed to offer you retirement planning, life insurance, long term care, social security analysis, and analysis of your tax benefits. Call us to schedule a free review of your situation so we can decide how to further help you. 310-824-1000 or 888-755-2525
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Parson Latimer and Judge Financial Insurance Solutions practices under California Department of Insurance License #0G97563.
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Depending on your employer, you may have a 401K or a pension plan for your retirement. Some companies also offer stock options for their employees.
Both you and your employer contribute to your 401K, while a pension plan is provided by your employer. Check with your employer's human resources department to find out the benefits that are offered. You should consider other retirement planning options outside the scope of what your employer can offer.
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It is not too late to plan for your retirement. Our advisors can evaluate your financial situation to see what options work best for you at your age and current financial condition. Call us at 310-824-1000 to talk to an expert.
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The adequacy of your retirement plan depends on a number of factors, but the most important thing is that you set your goal and make an attainable plan to reach that goal. It doesn't matter how much money you currently earn. What matters is how you plan for the future. PLJ Advisors can conduct a review of your retirement portfolio to see what options you can add to your retirement plan.
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You should begin planning several years before the date you have set for retirement so that you will know what is required to continue certain benefits into retirement. There are many factors related to retirement planning, and it is literally never too early to begin.
The federal annuity is only one element to consider in today's complex financial scene. You may need to start a Thrift Savings Plan or IRA schedule many years before considering actual retirement. Other considerations, such as Social Security may affect your benefits.
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Your 401K can supplement your retirement, but it may not cover all of the financial needs that will arise during your retirement. To learn other retirement options that may be suitable for your financial needs, contact us at 888-755-2525.
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As long as you are in the stock market, there is always a risk of losing money. If you're concerned about protecting your principal, there are other options that can allow you to participate in the stock market without taking the risks. Call us at 888-755-2525 to find out how!
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The stock market is volatile and unpredictable, and while it may bring big gains, it can also suffer huge drops. If you would like a review of your portfolio, call us at 888-755-2525.
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No two families are alike, and no two life insurance policies are alike. To make sure your life insurance policy is the best for your family's needs, your unique circumstances should be considered, such as death benefits pay outs and taxation. After a careful evaluation of your situation, PLJ can help you choose the life insurance that is best suited for your needs.
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You should conduct an annual review of your investment portfolio to make sure you're on the right track. PLJ can provide a free review. Simply give us a call at 888-755-2525.
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PLJ Advisors helps businesses with employee benefit packages. We can help you develop a business strategy for your employee benefits to improve employee retention. Life insurance, 401(k), pension plans, and other benefits can be instrumental to making sure your best employees stay with your company. Visit our Business Strategies page for more information.
PLJ Advisors is licensed to offer you retirement planning, life insurance, long term care, social security analysis, and analysis of your tax benefits. Call us to schedule a free review of your situation so we can decide how to further help you. 310-824-1000 or 888-755-2525
