FwdThink Insurance & Alternative Solutions, LLC

Company:	FwdThink Insurance & Alternative Solutions, LLC
Contact:	Byron Alvarado
Address:	3500 West Olive Ave., Suite 300
City:	Burbank
State:	CA
Zip:	91505
Phone:	661.368.5296
Fax:	661.554.6551
Email:	byron@fwd-think.com
Website:	https://www.fwd-think.com

About My Practice

I have been in practice since 2005. Providing and coordinating financial strategies across various phases of a client's financial life. I have clients in all of Southern California as well as various states. Mainly focus in Northern Los Angeles area. Provide unique solutions strategies in the area of insurance and traditional and non-traditional investments. Showing my client's how to get the most out of their saving dollars for their future and showing them how they can maintain their lifestyle while giving them a peace of mind for themselves and their family.

Federal Retirement Workshops

For federal retirement workshop locations and dates, visit: https://fedimpact.com/ftia/

Offering Advice Since

2005

Areas of Specialty

Comprehensive financial planning
Retirement planning
Investment planning and asset management
Estate planning
Insurance
Long-term and elder care
Budgeting and cash management
Economic-based planning and traditional based planning

Licenses, Certifications, Education, and Affiliations

Insurance Licenses: CA 0E77552
Security Licenses: Series 66
Education: Bachelor of Science in Engineering and Masters of Administration
Investment Advisor Registration:
Associations & Affiliations:

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
Personal introductions/referrals

My Association with the Office or Firm

Owner/Partner

My Broker / Dealer Affiliation

Advisory services offered through Prosperitas Financial, an Investment Advisor registered with the U.S. Securities and Exchange Commission

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