WEALTH MANAGEMENT
Our firm helps oversee assets in managed accounts with both an active and passive strategy, depending on which approach is most suitable for each respective client.
RETIREMENT PLANNING
Our firm can assist in the following retirement planning areas: 401(k) rollovers and start-ups, a variety of defined contribution and defined benefit plans, many individual retirement accounts, including Solo 401(k)'s, IRA's, Roth IRA's, SEP IRA's, and SIMPLE IRA's.
EXECUTIVE BENEFITS
From Executive 162 Bonus benefits to a Supplemental Executive Retirement Plan (SERP), you'll want to be sure your top executives are handsomely rewarded for a job well done.
LIFE INSURANCE
If you love someone, there's no better way to convey that message to a person you hold near and dear to your heart. Our life insurance strategies are top-notch and accommodate temporary and permanent solutions so you can help protect your loved ones for a certain period of time or for a lifetime.
DISABILITY INSURANCE
Your income is the greatest financial driver in your life and you have many important responsibilities - it's prudent to protect your income and to be sure that you're never in a position where your income stops completely because of an illness or injury.
HEALTH INSURANCE
Whether seeking coverage as an individual, for your family, or for a small or large business, we're aligned with top carriers to ensure you not only have the best coverage, but also the best rates.
ANNUITIES
Many people fear that they will not accumulate enough money in their pre-retirement years to live comfortably. A large part of that is what's known as longevity risk - which essentially means the risk of outliving your money. Annuities help to ensure that you'll have a paycheck guaranteed for life, regardless of how long that may be.
Neither Guardian nor its subsidiaries issue Health Insurance.
Neither Guardian nor its subsidiaries issue Health Insurance.
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Jason A. Frederico
CFP®, ChFC®, CLU®, RICP®, CLTC® |
Park Avenue Securities Form CRS
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 5280 CARROLL CANYON ROAD, SUITE 300, SAN DIEGO CA, 92121, 619-684-6400 . Securities products and advisory services offered through PAS, member FINRA, SIPC. By providing this content Park Avenue Securities LLC and your financial representative are not undertaking to provide investment advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. WestPac Wealth Partners, LLC is not an affiliate or subsidiary of PAS or Guardian. Insurance products offered through WestPac Wealth Partners and Insurance Services, LLC, a DBA of WestPac Wealth Partners, LLC. CA Insurance License #0G14394. 7031678.1 Exp 09/26
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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