Services - Wealth Management, Financial Planning, Investment Advisor: Beverly Hills, CA

Wealth Management, Retirement, and Estate Planning by Financial and Investment Advisors in and Around Beverly Hills, Downey, Glendale, Elmonte, Lancaster, Ca

Enhancing Opportunities for Today and Tomorrow

SearchLight Financial Advisors stands for personalized service whether you are a beginning or a more sophisticated investor. Our members are experts in designing tax-deferred, low-cost programs to meet the specific financial goals and objectives desired by each client.  Each portfolio is given rigorous individual attention.  

Our philosophy is to employ the “Best of the Industry” in order to achieve the highest returns with the least risk possible.  We have expertise in complete financial and estate planning and favor stock market indexes because academic research shows they outperform almost all other investment choices.  Our strategy incorporates the Standard & Poors (S&P) 500 Index, the Dow Jones Industrial Index, the NASDAQ Index, the Russell 2000 Index, the S& P 400 Index, international indexes, equity indexed annuities, fixed annuities; life insurance; disability insurance and long-term care policies. We also specialize in retirement planning including IRA accounts, 401K and 403B accounts, and IRA rollovers.

Each and every transaction is handled and verified by veterans of our industry. Our consultants represent industry leaders, including:

Allianz
Allstate
American Equity Investment
American National
Banner
Chase
Fidelity and Guarantee
Fort Dearborn
ING
General America
Jackson National
Jefferson-Pilot
John Hancock
Life of the Southwest (LSW)
Lincoln Benefit
Lincoln National
MetLife
Midland
Provident
Prudential
RBC
Sun America
Transamerica
Travelers
West Coast