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5700 Wilshire Boulevard, Suite 120A, Los Angeles, CA 90036

FINANCIAL WELLNESS

FOR CALIFORNIA LAW ENFORCEMENT PROFESSIONALS


Financial Wellness Designed for Law Enforcement Professionals

When Law Enforcement Professionals need personalized help with their financial planning, retirement planning, investment strategies and survivor benefits, we can help. We listen to your goals, help you understand your options, and help you make a plan for your future.

  • Clarify and define your goals

  • Recommend strategies that fit your needs

  • Deliver timely information

  • Explain how changing financial conditions could potentially affect you

  • Help you monitor your financial progress

  • Make investment planning easier

Feel free to browse our site. You'll find a variety of articles, videos, calculators, and research reports that we hope will answer some of your questions, and might make you want to learn even more.

If you have any questions, please contact us here.

We're happy to help, and we look forward to talking with you soon.


Our Services

Whether you have a family or just need guidance for yourself, we can provide financial strategies that can adapt to your changing needs and the evolving life you live.

Financial planningFinancial Wellness Education

Estate planning strategiesPension & Retirement Planning

Asset managementInvestments

Risk ManagementInsurance & Risk Management

Why Work With a Financial Professional

Financial Wellness plays a significant role in a Law Enforcement professional's life. Our dedication to the Law Enforcement community means we are familiar with the unique culture and needs of your community. We appreciate who you are and what you want in life.  We can work alongside you to design a comprehensive, personalized financial strategy that fits your goals today and your vision of tomorrow. It’s about helping you build a fulfilling future, your way.

Client Centered

We Listen To You

  • To understand your situation – The most important work we do is getting to know who you are.
  • To respect your assets – We listen, learn, and build on your existing assets – respecting the choices you’ve already made.
Client Centered

We Work Alongside You

  • To educate you on your options – When you have questions, we’ll be ready with answers and the options to help you achieve your goals and objectives.
  • To provide clear recommendations and financial strategies – With insight and clarity, we guide you as you make some of your own life’s most important decisions.
Client Centered

We Are Here For You

  • To track your progress – We help you understand financial performance and, more specifically, progress toward the goals you’ve communicated to us.
  • To stay in touch – With products and services designed for you at every stage of life, we help you secure your well-being, so you can live the life that’s most meaningful to you.

Fee-based, and non-fee based financial planning is offered by financial professionals who are investment advisor representatives of Equitable Advisors, LLC, a SEC-registered investment advisor.

Choosing the Right Financial Professional

Create your Financial Wellness strategy by choosing the right financial professional. We understand how difficult it can be to plan for the future. That’s why you and your family will never feel like you are walking this path alone. Instead, we want to work with you, in a true collaboration, so your vision is combined with our experience in helping people systematically reach their goals.

The Right Financial Wellness Strategy Can Make All the Difference

We are a full-service financial advisory firm, committed to helping Law Enforcement professionals and their families pursue their financial goals. We offer a wide range of financial products and services dedicated to helping you identify your goals and make sound decisions to help you successfully reach them.

Meet our team

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