Financial planning that starts with a conversation, not a pitch.
We help individuals, families, and business owners protect what they've built and plan for what's next — through financial services, wealth preservation, and insurance planning built around you.
Prefer to talk first? Call (213) 972-8105
Celebrating 50 Years of Trusted Guidance
1976–2026 · Your Satisfaction, Our Motivation
Every plan starts differently.
No two situations are the same, so we don't lead with a product — these are the areas we're asked about most.
Estate & Legacy Planning
Making sure what you've built actually benefits the people you love.
Risk Management
Identifying what could knock your plan off course, before it does.
Retirement Income Planning
Turning what you've saved into income you can count on, for as long as you need it.
Retirement & Savings Accumulation
Growing your assets deliberately, with a strategy built for the long run.
Tax-Free Retirement Planning
Using tax-free strategies designed to keep more of your money in your control.
Debt Management & Tax Minimization
Turning debt into a plan, not a burden, with a smarter path forward.
A straightforward way to plan.
No generic templates
You get a plan built for your actual circumstances, with clear, specific recommendations.
No money down to start
Our recommendations aren't tied to buying something or investing upfront.
No direct charge to clients
We're compensated by the carrier you choose to work with, from the ones we represent — not by billing you directly for our time.
What clients tell us.
One of the most authentic group of insurance advisors doing great things for their clients. Proud to call them customers and friends.
— Jan Zoucha
Wilshire Group Financial is excellent. They always have my best interest in mind when planning my financial future. Very professional and friendly.
— Charlie Chafin
Ready to talk through your plan?
No pressure, no obligation — just a conversation about where you are and where you want to be.