Services

Directing you on your saving path.

Retirement Services of America Services

A Passion to Perform.

Retirement Services of America

You’ve worked a lifetime preparing for the next step, and we are here to ensure that next step is everything you want and need it to be. No financial plan is cut and dry- each is crafted for your lifestyle. Thus, we take a wide-angle approach to reviewing your current financial status in order to meet your financial goals. As an independent financial firm, we curate a variety of insurance products to meet your financial objectives.

Retirement Services of America
Services We Offer:

Annuities

Life Insurance

Long-Term Care

Income Planning

Estate Planning (Including Living Trusts)

Tax Planning & Minimization

Retirement Planning

Social Security Optimization

Asset Protection

Investments

Wealth Accumulation

Health & Medicare Supplements

You've worked hard to build your wealth. We want to ensure that, in retirement, your wealth works hard for you.

Let's Get Connected

23046 Avenida De La Carlota
Suite 600
Laguna Hills, CA 92653

(888) 885-2239

diane401k@gmail.com

Series 65, Life, Health and Disability P&C

The content of this website is developed from sources believed to be accurate and complete; however, no guarantee can or is given for such accuracy or completeness. Nor is the information in this material intended as tax or legal advice. Please consult your own legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale, or the solicitation of such an offer, of any security, insurance product, or annuity in any jurisdiction in which the persons represented on this site are not appropriate licensed, registered, appointed, or otherwise qualified by law and regulation to make or solicit such purchases and sales.

Investment advisory services offered through Virtue Capital Management, LLC (VCM), a registered investment advisor. VCM and Retirement Services of America are independent of each other. For a complete description of investment risks, fees and services, review the Virtue Capital Management firm brochure (ADV Part 2A) which is available from your Investment Advisor Representative or by contacting Virtue Capital Management.

Logos as displayed herein are not intended to imply any endorsement by the owners of such logos of Retirement Services of America.

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This website is for informational purposes only.