Professional Financial & Insurance Planning Services
Paul M. League, QFP—QUALIFIED FINANCIAL PLANNER (2003 to Present)
Certified Financial Planner (1989 to Present)
CFP® Certificant (1989 to 2016)

We offer assistance in each of the following areas. If you see that there is not a hyperlink to more detailed information on any given item in which you have an interest, please E-mail or call us to discuss it personally at 310-867-3141

[Note: we are not licensed for and therefore do not provide property & casualty insurance coverage’s like auto, homeowners, workers comp, liability, etc.]

SECTION 1: INSURANCE SERVICES Click Here

SECTION 2: FINANCIAL SERVICES (Retirement Plans, and also see “Executive Benefits for Owners” at bottom of this page): Secure Act of 2020 | League Financial The Benefits of a Non-Qualified Stretch IRA & FAQs Health Savings Accounts (“HSA”) Flexible Spending Accounts (“FSA”) Stretching Your IRA Assets or Non-qualified Annuity Assets & Secure Act FAQs Retirement Plans – All Types Described (Annuity & Life Insurance Funded) IRA, ROTH IRA & Educational Savings Accounts (Annuity Funded) 412(i) Life & Annuity Funded Retirement Plan 403(b)/TSA (for teachers and hospital employees – (Annuity Funded) Seniors & Financial Conservatives: Sound Ways to Chart Your Financial Future ANNUITIES (Income & Accumulation): Annuities – General Overview of ANNUITY TYPES (Fixed & Indexed) & Important Disclosures

SECTION 3: EXECUTIVE BENEFITS for Business Owners Executive Benefits (Keyman & Owners) Estate Tax Reduction & Planning Strategies (with link to IRD Law)

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Please feel free to call us at 1-310-867-3141 or E-Mail us with any questions or requests for more information.
We look forward to hearing from you, always welcoming the opportunity to be of service.

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⇒ See Here All Services & Product Offerings ⇐

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