ABOUT US. . . . . . . what we do
WHAT WE DO
Western States Financial and Western States Investments understand that each client is unique, which is why our approach considers your objectives and goals, allowing us to customize each area of your retirement strategy to aid you in not only achieving your purpose in life, yet being able to live out your dreams as well.
We offer a comprehensive suite of products and services, including:
- 401(k)s
- 401(k) rollovers
- 403(b)s
- 403(b) rollovers
- 457(b) rollovers
- Annuities
- Buy-Sell agreements
- Budget planning
- Cash flow management
- Credit Restoration via Business Partners
- Debt negotiation
- Disability insurance
- Employee benefits
- Estate planning (Living Trusts, Legacy / Inheritance)
- Financial coaching
- IRAs
- IRA roll-overs
- Key man insurance
- LIRPs
- Life insurance (Term, Whole, Universal)
- Long-Term Care
- Medicare
- Mutual funds - Assets Under Management (AUM)
- Purpose & Goal Planning
- Roth IRAs
- Simple IRAs
- Social Security maximization
- Student Loan Debt via Business Partners
- Succession planning
- Tax-efficient / Tax-Free Strategies
How to Get Started?
1) Call or Email Us to schedule an Appointment for a Free Consultation
- or -
2) Contact Us regarding attending our Next Workshop
Phone: (951)371-7608 or Email: John@WesternStatesFinancial.com
1) Call or Email Us to schedule an Appointment for a Free Consultation
- or -
2) Contact Us regarding attending our Next Workshop
Phone: (951)371-7608 or Email: John@WesternStatesFinancial.com
WHERE ARE WE LOCATED
WHERE ARE WE LOCATED
2275 S. Main Street Suite# 101-C, Corona CA 92882
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2275 S. Main Street Suite# 101-C, Corona CA 92882
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