Skip to ContentSkip to Footer

Retire Smart


Work With A Financial Professional For Your Retirement Planning, Based in Encino, CA, Serving Los Angeles, Southern California, and Nationwide.

We are living longer and its becoming increasingly  more challenging  for a successful retirement plan. This longevity is putting a greater demand on building and protecting retirement assets. At Boxer Insurance Services, we can help you navigate through many financial concepts to determine your best path of action when developing or adding to an existing retirement portfolio. Call us today for a consultation and review of your retirement and estate planning Strategies.

Offering Personalized Consulting Services

Boxer Insurance Services offers tailored retirement solutions for each client. Whether you want to determine the best plan of action or want to add to an existing retirement plan, we can help. 

Our services include:

  • Retirement and Estate Solutions: Transfer assets to Family, relatives, loved ones, charity etc. Plans to fund Irrevocable Life Insurance trusts, Insurance for Buy sell agreements, plans for supplemental retirement income , Final expense for taxes, and other debt for your survivors, Special Needs planning and Second to Die  estate policies, revocable and irrevocable.
  • Life insurance: We offer a full range of insurance policies, including  Term, Universal, Whole Life, Index, Long Term Care , Chronic illness ,Disability, Key Man and Life Insurance for Trusts and Business owners. We can also assist with Special insurance Riders, 1035 tax free exchanges, Cash Surrender, and over loan protection, convertibility,  and life settlement payouts.
  • Individual annuities: Annuities give you the opportunity for lifetime income and tax-deferred earnings. There are immediate annuities, income annuities, deferred annuities, fixed annuities, and variable annuities.

Get In Touch With A Financial Professional For You Retirement And Estate Needs Today!

Want to retire with a steady income? Do you need to protect your family’s future?  Boxer Insurance can consult in person or virtual and  can teach you the pitfalls of retirement plans and how taxes, fees, and other risks may affect or reduce your overall retirement fund. If you’re not happy about your current financial situation, maybe it’s time to get an evaluation from one of the professionals at Boxer Insurance Services. Call our financial professionals today to design the perfect retirement plan suited to your needs!

Boxer Insurance Services offers solutions for retirement and estate  planning, based in Encino, California,  and covers many areas in Los Angeles & Orange counties, including Calabasas,  Simi Valley, Burbank, Studio city, Santa Clarita, Pasadena, ,downtown and the west side.

Areas we serve:

  • Burbank, CA
  • Camarillo, CA
  • Calabasas, CA
  • California
  • County, CA
  • Encino, CA
  • Los Angeles
  • Nationwide
  • Orange County, CA
  • Santa Clarita, CA
  • Simi Valley, CA
  • Studio City, CA
  • Westlake Village, CA

Secure Quote Request

* indicates required fields

This field is for validation purposes and should be left unchanged.

Napa Logo
National Care Planning Council