We help take the mystery out of preparing for the future. Your financial goals are unique. That's why we customize financial and retirement plans based on your personal needs. Do you have questions about: Retirement planning, 401(k) options, College Savings, Annuities, Mutual Funds, Life Insurance, Roth IRA's?
We're here to help you! We'll work with you to explore your options and determine which ones fit your individual strategy. Our entire team works together with you, hand in hand, always acting in your best interest, with all your goals and dreams firmly in mind. Our first priority is helping you take care of yourself and your family.
We're here to help you! We'll work with you to explore your options and determine which ones fit your individual strategy. Our entire team works together with you, hand in hand, always acting in your best interest, with all your goals and dreams firmly in mind. Our first priority is helping you take care of yourself and your family.
Services
About
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At Titan Financial is all about you. We are a full-service financial firm committed to understanding and supporting the pursuit of your goals. Many national financial firms can use a "one-size fits all" approach with clients. Things are different at Titan Financial - we are locally owned in Huntington Beach and use a customized approach to help you with your personal financial objectives.
Our Team
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Our team has over 20 years experience advising individuals and businesses in the Huntington Beach area. Our Financial Advisors are licensed to provide you with the appropriate investment products and they hold various professional designations. We are dedicated to developing a lasting relationship with you as your comprehensive financial planner.
Services
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Looking for personalized help with: a Rollover IRA, Mutual Funds, Index Annuities or 529 College Plans?. Some national financial firms use a cookie-cutter approach which might make you feel like a number. At Titan Financial it's all about you. We are locally owned in Huntington Beach and we have a personalized approach with every client.
Retirement Planning
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Retirement planning can be complicated and frustrating. Our financial planner will be sure to answer all your questions so you understand the different retirement funds available. There's no reason to procrastinate, take action - we will set up a suitable 401(k) strategy for you. 401(k): Typically offered by an employer, you can contribute part of your pre-taxed earnings to a 401(k) account, any investment gains are tax deferred.
Fixed Income Management
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Outliving retirement savings is a common concern lots of people have today. Also, individuals nearing retirement may become reluctant to risks associated with the stock market. We understand how you feel and we can help with a fixed retirement income plan. A Titan Financial Advisor can structure a fixed income plan customized to fit your needs and your risk threshold.
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