We can help you in the following areas:
TAX STRATEGIES
Would you like to reduce your taxes? We can help with tax reduction strategies for your retirement, business,
and investments.
BENEFIT & LEGACY
PLANNING
Looking for ways to use your company to help provide you and your employees benefits that are tax efficient and asset protected, we have ideas to help you.
RETIREMENT PLANNING
Wanting to provide for more tax efficient, safe, protected and guaranteed income for your retirement? Call us to find out how.
ASSET PROTECTION
Concerned about litigation, loss of your assets, divorce?
We have strategies to help mitigate these risks.
LONG-TERM CARE
We can help you customize a program that provides you with guarantees, lifetime benefits and a return of your money if you are lucky not to need care.
Planning Examples
Our Financial Resources
Our founder, Barry Boscoe, has used his decades of experience to write numerous articles on Wealth Management and related subjects. Many of these may be both interesting and useful to you.
Contact Us
5704 Lindley Ave,
Encino CA, 91316
Phone: 818.342.9950
Fax: 818.342.9957
Email: Barry.Boscoe@brightonadvisory.com