Contact Information

LTT Financial & Insurance Services is a comprehensive financial planning firm that helps people make informed choices about their money.

If you are a CSRS or FERS employee, those choices may concern deciding what to do with your TSP and other retirement accounts, pension payout, FEGLI and long-term care insurance.

We can assist you with:  putting together a tax-efficient retirement strategy, TSP rollovers, Traditional and Roth IRAs, Roth conversions, investments, annuities and life insurance.

Serving Torrance, South Bay, Los Angeles, Long Beach, and Orange County areas.

Offering Advice Since

2008

Areas of Specialty

Comprehensive financial planning
Retirement planning
Investment planning and asset management
Estate planning
Insurance
Long-term and elder care  

Licenses, Certifications, Education, and Affiliations

Designations: CERTIFIED FINANCIAL PLANNER™ certificant, Personal Financial Specialist (PFS)
Insurance Licenses: Life & Health (California License No. 0F77278)
Security Licenses: Series 7, General Securities Representative; Series 66, Uniform Combined State Law Examination (California)
Investment Advisor Registration: Investment Advisor Representative of H. Beck, Inc.
Education: MBA, Finance, UCLA Anderson School of Management

Charges to Clients for Services

Fee for financial planning (initial, hourly, and/or retainer)
Fee based on percentage of assets managed
Commissions on insurance products purchased
Commissions and/or loads for investment products purchased

My Association with the Office or Firm

Owner/Partner

My Broker / Dealer Affiliation

Securities and investment advisory services offered through H. Beck, Inc., Member, FINRA/SIPC.  H. Beck, Inc. and LTT Financial & Insurance Services are not affiliated.