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Get a Retirement Planning Expert in Los Angeles that can plan your future today
Retirement Planning makes sure you are protected for life after working.
If you’re a business owner in Los Angeles, chances are you’ll want to provide the best possible benefits for your employees. A great way to do this is to offer a 401k plan.
Whether your employees are just starting in their careers or they’re nearing retirement, we can help them plan for a bright future. We also understand that not everyone is able to participate in a traditional 401k plan, whether because they are self-employed or run an owner-only business. For this reason, we also specialize in creating private 401k plans.
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Learn About The 3 Types of Life Insurance
Term Life Insurance
Term insuance is affordable coverage to meet your temporary needs. You'll receive a guaranteed death benefit for the term you choose, and your payments are guaranteed to remain level for the length of the term.
Whole Life Insurance
Covers you for your entire life. You Can earn you dividends. Builds cash value that's guaranteed to grow over time, even in down markets, and even Lets you use your policy's cash value for anything, anytime.
Universal Life Insurance
Receive Many of the same benefits as whole life. Covers you for life and builds cash value over time. Flexibility to change your coverage amounts. Control over when and how much you pay.
Yellowbrick Financial
What is a 401k Plan?
A 401k is a retirement savings plan sponsored by an employer that allows employees to save and invest for their retirement. The money saved in a 401k plan can grow tax-deferred, which means you won’t have to pay taxes on it until you withdraw the money from your account.
With some employers, you may also be able to get matching contributions, which can help you save even more.
WHO WE ARE
Why Choose us as your Retirement Planning Expert
At Yellow Brick Financial, we work with the top companies in California to get the best 401k plans for their employees. If you are looking for personal Retirement Planning, we are more than qualified to help with that as well. Here is why you should choose us:
- We have years of experience in the industry.
- We also offer a wide range of life insurance products including, term life, whole life, and universal life policies.
- Experienced financial planners who can help you plan for your future.
- We’re dedicated to providing excellent customer service.
- We have a strong financial rating, assuring you the confidence that we’re a stable company.
HOW WE CAN HELP
We Work With Companies That Offer 401k Plans For Small Businesses
Small businesses can get a tax break on their 401k contributions. When deducting contributions from its taxes, money will then go into a separate account for the business owner. This is a great way to save for retirement and it can also help attract and retain good employees. Employees love working with companies that offer 401k plans for their retirement.
However, there are some drawbacks to a 401k plan. One is that you may not be able to access the money until you reach retirement age, which is usually 59 1/2. If you need the money before then, you will have to pay taxes and penalties on the withdrawal.
Before choosing a retirement plan, it’s important to understand all the different options and how they work. We can help you figure out which plan is right for you and your business as we have worked with various companies that offer 401k plans to suit everyone.
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HEAR FROM OUR CLIENTS
I must say that Yellowbrick Financial is absolutely amazing! Gene and the team are just so awesome! They educate you, responsive, patient, professional and just down to earth.
Samantha M.
I am extremely happy that I stumbled across Yellowbrick Financial, Gene is very knowledgeable and is always available when you have any questions. Yellowbrick has help me by guiding and educating me on my finances, but most of all it has maximize my wealth and set me up to have a comfortable retirement.
Hanyury A.
I must say that Yellowbrick Financial is absolutely amazing! Gene and the team are just so awesome! They educate you, responsive, patient, professional and just down to earth.
Gedy J.
Gene and team are amazing. I was overwhelmed about what life insurance plan was best for me. Gene was patient with all my questions. He was never trying to over sell me, instead I was educated and given sound options for my age and life status. I'm happy I choose Yellowbrick Financial. Wishing Gene and team all the best.
Pro Hurd
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Read Our Frequently Asked Questions
Why Choose to work with Yellowbrick Financial.
Being a Yellowbrick Financial Life client means that you have the benefit of partnering with our financial professionals for life. Our clients are also supported by a company with history and strong values of integrity to ensure we guide you to right financial decisions.
What is Term Life Insurance?
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What is Term Life Insurance?
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What is Term Life Insurance?
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What is Term Life Insurance?
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