Take the First Step Toward Reaching Your
Financial Goals
Get information that can help you live a confident retirement.
Attend an Event
Our seminars focus on the most important financial topics of the year to help you stay educated on the possibilities of maximizing your financial portfolio for yourself and your family’s future.
Request a seat at one of our next events and we will be happy to meet with you with a selection of the most up-to-date financial strategies available in the marketplace.
Upcoming Events
No events are scheduled at this time. Please call our office to schedule a one-on-one consultation.
Contact Us Today
Please fill out the form below to get in touch with us.
Fields marked with an * are required
Contact Us - Short Form
CA Insurance # 0635825
Firm License # 0K36793
Woodland Hills
6300 Canoga Ave. Suite 1100
Woodland Hills, CA 91367
Phone: 800-220-9609
Fax: 866-681-8864
Westwood
Oppenheimer Tower
10880 Wilshire Blvd. Ste 1101
Westwood, CA 90024
Phone: 800-220-9609
Fax: 866-681-8864
We are an independent financial services firm helping individuals create retirement strategies using a variety of insurance products to custom suit their needs and objectives. Nick Yekani | CA Insurance # 0635825 Firm License # 0K36793
None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.
Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. products may be subject to fees, surrender charges and holding periods which vary by insurance company.
The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.