Classic Financial
800-750-PLAN
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Classic Financial & Insurance Services, Inc.

Building Relationships

through honesty, integrity and service

Building Relationships

through honesty, integrity and service

Building Relationships

through honesty, integrity and service

  • Home
  • Our Company
  • Meet Our Team
  • Strategic Alliances
  • What To Expect
  • Video Library
  • Seminars
  • Contact Us
  • Client Login
  • Get Your Risk Score

Investment Management

Whether your financial goal is preserving principal, maximizing income or accumulating capital, our third-party money managers have carefully designed a strategy to help you achieve your long-term financial ...

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Retirement Planning

Our firm takes pride in providing comprehensive retirement planning services to our clients. Our comprehensive services integrate all aspects of our clients’ financial picture in a coordinated effort to provide ...

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Financial Solutions

When you hire us to plan for you, we don’t work for an insurance company or a particular money manager, we work for you. We think this is how business should be done in the financial world, and we are very proud of our ...

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Classic Financial & Insurance Services, Inc.

Our goal is to help you implement a plan with multiple strategies to reduce risk for all possible outcomes, without apprehension. There is no “one size fits all” solution when it comes to planning for your future. And because we’re an independent firm, we’re under no obligation to sell proprietary products or services. That means we’re objective and selective, offering only those investment products and services we believe are best suited to help meet your financial goals. We offer you timely investment advice with the highest level of integrity and service.
What to Expect »
At Classic Financial & Insurance Services, Inc., we are a full-service retirement and financial planning firm serving the state of California. We specialize in retirement, estate and Social Security, as well as business and family succession strategies to assist individuals and businesses in achieving their lifetime financial goals.

Our Location

Classic Financial & Insurance Services, Inc.
800-750-PLAN
support@classicfinancial.net

370 North Westlake Blvd, Suite 130
Westlake Village, CA 91362

Our Company

  • Home
  • Our Company
  • Meet Our Team
  • Strategic Alliances
  • What To Expect
  • Video Library
  • Seminars
  • Contact Us
  • Client Login
  • Get Your Risk Score

Our Services

  • Business Planning
  • Financial Solutions
  • Income Planning
  • Insurance Solutions
  • Investment Management
  • Legacy Planning & Preservation
  • Life Insurance
  • Long-Term Care
  • Retirement Planning
  • Social Security Maximization
  • Tax Planning
  • Wealth Management
All written content on this site is for information purposes only. Opinions expressed herein are solely those of Classic Financial & Insurance Services, Inc. and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services and insurance products and services are offered by Classic Financial & Insurance Services, Inc., a Registered Investment Advisor in the State of California. The presence of this website shall in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any State other than the State of California or where otherwise legally permitted. Classic Financial & Insurance Services, Inc. is not affiliated with or endorsed by the Social Security Administration or any government agency, and is not engaged in the practice of law. Content should not be viewed as an offer to buy or sell any of the securities mentioned or as legal or tax advice. You should always consult an attorney or tax professional regarding your specific legal or tax situation. Images and photographs are included for the sole purpose of visually enhancing the website. None of them are photographs of current or former clients. They should not be construed as an endorsement or testimonial from any of the persons in the photograph. Exclusive rights to this material belong to GPS. Unauthorized use of the material is prohibited.