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Encino - Insurance |
Specialties: Insurance - Holistic Financial Planning |
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Richard Slavin - Pacific Advisors
I use a holistic planning process to "design, build and protect lasting situations of wealth." A focus on protecting against events which are beyond one's control, sets our team apart from the pack. One of the things I emphasize is how to maximize retirement income without additional risk.
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(818)377-7770
(818)377-7790 Fax
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15821 Ventura Blvd
Encino, CA 91436-2927 -
MAP
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| Profession |
Insurance |
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| Specialty |
Insurance - Holistic Financial Planning |
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| Group |
SM5 [EC] |
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| Business Name |
Pacific Advisors |
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| Title |
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| Address |
15821 Ventura Blvd
Suite 275
Encino, CA 91436-2927
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| Work Phone |
(818)377-7770 |
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| Fax |
(818)377-7790 |
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| Web Site |
www.richslavin.com |
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| Member Since |
4/2010
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I have an extensive background in employee and employer (where we can legally skew benefits to reward owners and retain key employees) benefits. While my staff and I take good care of existing clients in the areas in which we work, my focus in on holistic planning- looking at all areas of one's financial life, not just where I benefit. These include insurance, estate, retirement, education, tax, budget and business continuity planning.
My Personal Value Statement
People have chosen to work with me for the last 29 years because I’m a caring, passionate and knowledgeable resource for their financial security.
What this means is that I always do what I say I’m going to do, look out for you, know what’s happening in your life and bring ideas to you to help you have success beyond what you thought was possible.
The real benefit is you’re cared for, have peace of mind and confidence that your financial affairs are in order and you’ve honored your commitments to the people you care about most.
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We believe our process, creating lasting situations of wealth with a focus on protecting against events which are beyond one's control, sets us apart from the pack. One of the things I emphasize is how to maximize retirement income without additional risk.
We have an amazing proprietary tool to help with financial organization by showing a simple, complete and ongoing picture of one's situation. It allows us to test scenarios to see if you're well-protected, maximizing wealth, minimizing taxes and using resources wisely.
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Primarily owners of closely held business and professionals. Typically around 45-65 years old, with families, good income or net worth, have character, are responsible and open-minded. Within 45 minutes of Encino (office) or Beverly Center area (home).
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All
Am in study groups and do a great deal of continuing education and training weekly in several areas. I also have coach from my industry.
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Pacific Advisors is a regional planning group which works to "design, build and protect lasting situations of wealth" while focusing on accumulation, distribution and legacy all at once. We believe we provide an uncommon perspective and we are also part of the planned giving arm of one of the nation's largest charities.
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| Charities |
Jewish Fed of LA- Finance and Invest. Div, Amer Technion Society
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| Graduate Degrees |
MBA Finance and Taxation, University of Houston.
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| College Degrees |
BS Journalism-Advertising, Ohio University
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Speaking/Teaching
Experience |
charitible planning and to ees of clients on personal planning
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| Organizations |
Association for Corporate Growth, Burbank Chamber
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| License Number |
0679755
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