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WE HAVE YOU COVERED

Your financial peace of mind is our business.

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Experts on your side.

We have a boutique insurance firm specializing in Estate Planning, Life Insurance, Long-Term Care and Disability Income Protection. We work with high net worth individuals and families, usually referred to us by their attorneys, CPAs, money managers and/or business managers.

Our Services

Life Insurance

Helps Remove

Financial Concern

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IRA

Fund Life Insurance and Long Term Care with IRA Money

Long Term Care

Fund a potential long-term illness or disability without depleting your savings and invested assets

Wealth Transfer

Preserve your assets and perpetuate your family's business & estate 

while minimizing financial strain

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Estate Planning

Ensure your assets are passed on to those you love

Review

Nearly 60% of policies reviewed can be significantly improved on the basis of cost, length of coverage or benefit amount.

(818) 222-2300

5115 Douglas Fir Rd. Suite C
Calabasas, CA 91302

©HW Premier. Proudly Presented  by Slake

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