Business Details
28 Years
experience
Your Trusted Partner for Financial Advisory Solutions
At Titan Financial, we bring a quarter-century of local expertise to retirement planning and financial strategy. Our approach centers on building multigenerational trust through personalized guidance tailored to individual needs. We specialize in navigating complex tax laws, inflation impacts, and investment risks while prioritizing client education. Our team collaborates with tax professionals to create coordinated, tax-efficient strategies that align with evolving financial goals. With deep roots in the Huntington Beach community, we provide accessible support for clients at every stage of their financial journey, emphasizing transparency and long-term relationship-building. 
Services
Retirement Planning
Financial Strategy
Tax Law Advisory
Investment Advisory
Insurance Products
Details
- Year established: 1998
Highlights and features
- We offer 25 years of localized financial advisory experience
- Our tax-efficient strategies coordinate with professional accountants
- We specialize in multigenerational wealth planning
- Our practice emphasizes transparent, client-focused communication
- We provide comprehensive retirement income stream analysis
Associations and certifications
- Registered Investment Adviser
Services
Retirement Planning
Our retirement planning service creates customized income strategies that account for inflation risks and tax implications. We analyze clients' current financial positions to develop sustainable withdrawal plans while coordinating with tax professionals. This service helps clients understand their retirement income streams and potential longevity risks.
Tax-Efficient Strategies
We develop tax-efficient financial strategies that adapt to annual tax law changes. Our approach coordinates with certified accountants to minimize tax liabilities through strategic asset allocation and timing of distributions. This service specifically addresses how inflation impacts tax brackets and retirement account withdrawals.
Investment Advisory
Our investment advisory service offers diversified portfolio management with risk assessment tailored to individual goals. We provide ongoing monitoring of market conditions and portfolio rebalancing while maintaining transparency about associated fees and surrender charges. This service focuses on long-term growth with risk mitigation strategies.
Insurance Products
We offer fixed insurance products that provide guaranteed income streams and protection benefits. These products include annuities with various holding periods and surrender charge structures. Our insurance solutions focus on providing financial security through contracts backed by issuing companies' claims-paying abilities.
Financial Consultation
Our financial consultation service addresses comprehensive wealth management needs, including estate planning coordination and multi-generational wealth transfer. We help clients understand investment risks and market volatility while developing personalized strategies that align with their specific financial situations and goals.
Questions
What retirement planning services do you offer?
We create customized retirement income strategies that consider tax implications, inflation risks, and individual longevity expectations through coordinated financial planning.
How do you handle changing tax laws?
Our tax-efficient strategies incorporate annual tax law updates through coordinated planning with certified accounting professionals to minimize client liabilities.
What insurance products are available?
We offer fixed insurance products including annuities with guaranteed income streams, backed by issuing companies' financial strength and claims-paying ability.
How do you work with other financial professionals?
We collaborate with tax professionals to create coordinated strategies that address both investment management and tax optimization requirements.
What investment risks should I understand?
We explain market risks, including potential principal loss, fee structures, and surrender charges associated with various investment vehicles we offer.
How can I start financial planning?
Begin by scheduling a consultation to discuss your financial goals, where we'll develop a personalized strategy addressing retirement income and tax considerations.
Reviews (1)
David S.
May 15, 2019
Report
Jack Merritt personally screwed our family out of 11 Million dollars as trustee of our families trust. Beware of this company. We are currently in court and will be suing Jack for every penny he has. He owns 20 properties which he fraudulently had an old lady sign when she was in the hospital. He worked with his attorney David Smalls to defraud our family alone of 11 million. You can look up the court case online. When we requested records which were entitled his response was 'f--- you, you little s__t'. Titan Fianancial? I wouldn't have anything to do with this company and be very
