Midtown Wealth Advisors is an independent financial planning firm based in Torrance, CA. Our commitment is to deliver comprehensive, goal-based financial solutions to families and businesses. Good decisions come from good knowledge. With our education-oriented, holistic approach, our clients become well informed and educated on the financial planning topics.
Midtown Wealth Advisors offers comprehensive financial planning services (Estate Planning, Insurance Planning and Retirement Planning) that help you achieve goals and reduce risks.
Midtown Wealth Advisors offers comprehensive financial planning services (Estate Planning, Insurance Planning and Retirement Planning) that help you achieve goals and reduce risks.
Services
Philosophy
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Our client meetings are education-oriented. We are committed to keeping you educated and up to date regarding the financial topics important to you. We do not rush our clients into decisions. We believe that it is important to take as much time as necessary for every aspect of your financial planning needs.
Complete Financial Restructuring Program CFRP
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CFRP is a fee-based financial planning service designed to help you minimize risks, costs and taxes in contingencies, and maximize your potential to realize your life goals. You'll visit our office at least 5 times over a 2 - 4 month period. Each session is like a private seminar, where you'll be educated and informed of relevant and essential knowledge in your planning area.
Wealth Management
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Minimum: $500,000 if you have a specific, clear objective already determined for the money. When the CFRP process is complete, we'll know all the actions you need to take to realize your life goals. At this point in the process, we have already figured out when, and how much you will need to have accumulated for each of your life goals.
Corporate Retirement Plan Consulting
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If you are a CEO, CFO, or a business owner looking to set up or review a corporate retirement plan, we provide a consulting process to design the right plan for your specific company. Understanding the costs and all operational requirements is essential in creating an effective and sustainable retirement plan that benefits both a company and its employees.
Library
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Manage personal affairs while you're alive and control the distribution of wealth upon your death. A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events. Create an investment strategy that's designed to pursue your risk tolerance, time horizon, and goals.
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