Palomar Financial Services

We are a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. Our firm commitment is to provide you with sound financial information and counsel to help you identify your goals and make sound decisions toward reaching them. Palomar Financial Services is an independently owned financial services company headquartered in Southern CA. Our team of investment and insurance professionals create a national network of advisors dedicated to addressing the personal and business needs of today's investors. The firm's executive management team consists of experienced leaders who have decades of experience as advisors and working with advisors to serve their clients. At Palomar Financial Services, we strive to be the advisor our clients are looking for. We pride ourselves on being trusted advisors who provide both expertise and access to a range of options to fit their financial and life goals to care for their families, build wealth, and provide for themselves the lifestyle they desire. Palomar Financial Services advisors are skilled at recognizing and realizing opportunities to help clients build comprehensive wealth plans in line with those goals, and we work with our clients to be sure those plans are carried out. As you consider all aspects of your life, your Palomar advisor supports you with holistic financial planning based on your life situation, your goals and, most importantly, your dreams. We serve individuals and business owners, providing a range of services with clear, objective, unbiased support that help fulfill your financial planning, retirement, estate planning and wealth transfer needs. Please call us with your questions about our firm - we're always available to help you with your financial needs. We serve individuals and businesses in all areas of financial management. Please call us with your questions about the range of financial products and services we provide. Our firm has a relationship with a variety of financial services companies, so if we don’t have the product or service that best fits your financial plan, we know a group that does. We provide solutions that help you put in place your plans to achieve your goals - and we help you define those goals by working with you on: Retirement planning Making the most of your employer-sponsored retirement plans and IRAs; determining how much you need to retire comfortably; managing assets before and during retirement. Tax management Looking for ways to help reduce your current and future tax burden; referring you to qualified tax specialists. Estate planning Reviewing your wills and trusts; helping preserve your estate for your intended heirs; helping with beneficiary designations; reducing exposure to estate taxes and probate costs; coordinating with your tax and legal advisors. Risk management Reviewing existing insurance policies for the appropriate coverage at the right price; recommending policy changes that fit any changed circumstances; finding the best policy for your situation. Education funding Recommending investment and accumulation strategies to help you pay for your children's education. Investment Planning Determining your asset allocation needs; helping you understand your risk tolerance; recommending the appropriate investment vehicles to help you reach and exceed your goals. Employee and executive benefits Helping your business attract and retain qualified employees through benefit packages.

Address: 15061 Springdale Street, Suite 110 Huntington Beach, CA 92649 USA

Phone: +1 866 602 8228
FAX: +1 858 587 4090