Our Company

Classic Financial is a state registered wealth advisory firm that provides comprehensive financial planning and asset management. Our mission is to offer the families and businesses we serve with innovative fiscal strategies that result in financial clarity, security and health. Our key tenet of success is making robust commitments to our clients and building lifelong relationships. As a fiduciary, we are legally obligated to put our clients’ interests first. Let us empower you to navigate today’s complex financial world, with the utmost level of integrity and servitude.

Charles M. Russo, CFP®

President, CEO

Ellen R. Horn

Vice President

What To Expect?

At Classic Financial, our goal is to help you implement a plan with multiple strategies to reduce risk for all possible outcomes. There is no “one size fits all” solution when it comes to planning your future, and because we’re an independent firm, we’re under no obligation to sell proprietary products or services. This means we’re objective and selective, only offering services we truly believe fit your specific needs.

Here are the 5 key stages of planning we focus on when evaluating your financial goals:

Basic Needs

1. Taxes
2. Debt Service
3. Food
4. Clothing

Financial Stability

1. Disability Insurance
2. Business Overhead Expense
3. Medical Insurance
4. 6 months Living Expenses in Cash
5. Life Insurance

Quality of Life

1. Vacations
2. Luxuries
3. Dependent's Education
4. Dream home
5. Vacation Home

Financial Security

1. Qualified Retirement Plans
2. Split Dollar Plans
3. Investment Risk Management
4. Long-Term Care Insurance
5. Asset Protection

Financial Independence

1. Capital Gains and Estate Tax Elimination
2. Inflation Protection
3. Investment Risk Elimination
4. Life Expectancy Distribution
5. Endowments

Years Experience

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Expert Team

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Worldwide Client

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24/7 Full Support

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We Know Finance Better

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Get In Touch With Us

Address

370 North Westlake Blvd, Suite 130 Thousand Oaks, CA 91362

Phone

800-750-PLAN

Email

support@classicfinancial.net

Let's See How We Can Help You

Building Relationships Through Honesty, Integrity and Service

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