Asset Protection

Diversifying your retirement assets among a variety of vehicles—both insurance and investment oriented, depending on what is appropriate for your situation—may offer you the best chance of meeting your retirement income goals throughout your lifespan.
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Asset Protection

Insurance often protects many of the most valuable assets you have: our homes, cars, health, income and your loved ones. However, many Americans are unaware of the impact proper insurance planning can have on your retirement. There are a variety of products and strategies that can be utilized to transfer various types of risk to an insurance company. That risk could be in the form of life insurance or an annuity.

One area we focus on with our clients is keeping their nest egg as safe as possible while still participating in market growth. Many retirees underestimate the impact that a big market loss may have on the future of their income.

With the right plan, you can earn money with your money—safely through the use of fixed annuities and/or life insurance. You can create steady dependable monthly income now, in the future, or whenever you need it most.

We Offer:

  • Fixed and Fixed Indexed Annuities
  • Hybrid Annuities
  • All forms of Life Insurance
  • Long Term Care
  • Health Insurance
  • Medicare Supplements
  • Disability Insurance

As an independent insurance firm, we are able to shop dozens of insurance carriers to find the best rates and product solutions to fit your specific needs. We also offer complimentary reviews on your existing fixed annuity and life insurance contracts.

Your investment advisor is not permitted to offer, and no statement contained herein shall constitute tax or legal advice. You should consult a legal or tax professional on any such matters.

Strategies for Financial Independence

To schedule a time to discuss your financial future and the possible role of insurance or investments in your financial strategy, contact us at info@labrumwealth.com or call us at 760-707-5555 today!


We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

Have Questions for us?

It can be difficult to make financial decisions without access to information. If you have questions or concerns about your current retirement strategy, feel free to contact us using the form below.

At Labrum Wealth Management, we offer you the following services:

(Click the images below to learn more about each service)

Annuities

Wealth Accumulation

Asset Protection

Life Insurance

Retirement Income Strategies

Tax & Estate Planning

Long-Term Care

IRA & 401(k) Rollovers

IRA Legacy Planning

Investment Management

Financial Planning

401(k) & Business Retirement Plans

We can also refer you to professionals who provide the following services:

» Trusts » Probate » Charitable Giving » Estate Planning » Tax Planning

Get access to our helpful retirement kit, which includes three guides that address topics you should consider when planning your retirement.

Disclosures