KC Martel

CONNECT

Address:

4766 PARK GRANADA, STE 204
Calabasas, CA 91302

Phone:

818 2323 411

Fax/Other:

818 6880 411

Our Services

While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:






























Planning Services



 

Financial Planning

Retirement Planning 

 

Income Planning

Estate Planning

 

401k and 403b Planning

Wealth transfer


 



Investment Tools



 

Common Stocks

Preferred Stocks

Bonds

Mutual Funds

 

Exchange Traded Funds

Interval Funds

Annuities

Unit Investment Trusts

Structured Products

REITS

Alternative Investments

Treasury Bills and Notes

Money Purchase Plans


 Accounts




 

 

Fee-Based Managed Accounts

Brokerage Accounts

Traditional IRA

 

 

Roth IRA

Simple K IRA

SEP IRA

 

Profit Sharing Plans

529 College Plans

UTMA/UGMA Accounts


Insurance



 

Life Insurance

 

Long Term Care Insurance

 

Disability Income Insurance