For almost a decade, Wealth and Insurance Solutions, LLC has been providing fixed financial planning, retirement income planning and insurance advice to clients throughout San Diego County and Southern California.
Founded by the father and son team of Randy and Skylar Novak, Wealth and Insurance Solutions offers a variety of solutions to people in varying stages of life. As a family business, we understand the importance of making preparations for the future of your loved ones.
We can offer a variety of services to meet your wealth management needs. Whether you're looking out for your future or that of your loved ones, we will help you find and execute the right solutions for any situation. From fixed indexed annuities, life insurance, long term care insurance, retirement planning strategies, college funding, we can assist you with these and other financial management solutions.
Aside from merely growing your assets, as your financial advisors, we can help you reduce tax liabilities, increase your retirement income, as well as identify and fix simple mistakes that could cost you and your beneficiaries thousands of dollars.
With a combined 30 years of experience in the financial services industry, we can help you grow and safeguard your principal through proven wealth management and income planning strategies. We want to make sure that your nest egg is safe for your retirement, and for when that day comes, for your loved ones and beneficiaries.