Protecting and Growing Your Retirement
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- Our primary focus is retirement and income strategies, estate and wealth management strategies. Our objective is simple: Reduce risk while still providing growth potential on assets, increase cash flow with a reliable stream of lifetime income, help minimize taxes to enhance net worth, and simplify retirement for each of our clients so they may enjoy their golden years.
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The Asset Retention Team is the best! Troy, Angelina and Lauren are extremely friendly and helpful with any questions regarding protecting and building my investments for retirement. I sleep well knowing my savings will be safe in the event of a stock market turndown. The team offers so many services within their office and can help me with any retirement need that arises. I'm glad that I have Asset Retention to rely on for my future.
Troy reviewed all of my existing investments in 401Ks and my stock holdings. He then laid out a plan that further diversify my investments, transferring existing fund that had matured into a new fund that generated additional income for me at no cost. I am very happy with the financial advise and the attention to details that I have received at Asset Retention. The entire staff is there to assist every person who comes to them for advise and council.
I want to take a moment to truly thank Troy Bender and the entire Asset Retention Team. From the moment of our first communication to the last appointment we had, I've always felt like I was the most important client they have! When I lost my husband, I was lost in so many areas of my life. They helped me to pick up the financial pieces and get through that difficult time in my life, as well as my family. I love the beautiful wind chime they gave to me in memory of my late husband. Each time the wind blows I'm reminded of all of the found memories we shared. It's the little things that sometimes mean the most, thank you. I look forward to many more years of friendship with Troy and his team.
Asset Retention and Troy Bender have truly given me "Peace of Mind". I use to worry when the next stock market drop would occur. I remember vividly my husband and I losing money in 2008 and we can't let that happen again with the money we really need now that we are retired. Troy Bender helped us to rest easy, which was so incredibly important to us. Now we can focus on our grandchildren and know that we're never going to outlive our money or have to rely on our children! A big THANK YOU to Troy and the Asset Retention team!
I needed assistance with my retirement planning account and a friend of mine suggested Troy Bender who works at Asset Retention. When I first met Troy and his staff I was delighted with how informative they were about creating a strategic strategy that fits my needs. I look forward to my retirement and am happy that I called Asset Retention. I wanted to show my appreciate by writing a positive review Asset Retention Insurance Services.
Phone: (949) 595-4409
Address: Laguna Hills, CA 92653