GAC Financial & Insurance Services

Since 1999, GAC Financial & Insurance Services has been dedicated to helping people in Brea, California and the surrounding areas protect themselves and their loved ones. Our insurance agency is founded on the principle of treating every client like family. We are committed to providing the best financial products and strategies to help families and businesses preserve and create wealth. Our team is passionate about understanding your unique needs and goals, and creating a customized plan that fits your situation.

Our Services

GAC Financial & Insurance Services offers a wide range of services designed to help you achieve financial security and peace of mind. Our services include:

• Guaranteed Lifetime Income Planning: We can help you create a plan that ensures you will never run out of money in retirement, no matter how long you live.
• IRA, Annuities, and 401(k) Maximization: Our experts can help you maximize the value of your retirement accounts and ensure they are working as hard as possible for you.
• RMD Maximization: We can help you understand and manage your Required Minimum Distributions (RMDs) to minimize taxes and maximize the value of your retirement accounts.
• 401(k), 457, 403(b) and IRA Rollover: Our team can help you roll over your retirement accounts to ensure they continue to grow and provide for your future.
• Principal Protection & Growth Potential: We offer a variety of financial products that provide both protection of your principal and growth potential, so you can have the best of both worlds.
• Retirement Strategy: Our experts can help you create a comprehensive retirement strategy that takes into account all aspects of your financial life, including taxes, estate planning, and charitable giving.
• Charitable Gifting and Wealth Transfer: We can help you use charitable gifting and wealth transfer strategies to leave a lasting legacy for your loved ones and the causes you care about.
• Life Insurance Premium Financing: Our team can help you use life insurance premium financing to leverage your assets and provide for your loved ones in the event of your untimely death.
• Estate Planning: We can help you create a comprehensive estate plan that ensures your wishes are carried out and your loved ones are provided for.
• Selling Your Unneeded Life Insurance Policy: If you have a life insurance policy that you no longer need, we can help you sell it for cash.
• Service Life Insurance Premium Financing: We can help you use life insurance premium financing to provide for your loved ones in the event of your untimely death.
• Life Settlement: Our team can help you sell your life insurance policy for cash if you no longer need it or can no longer afford the premiums.
• Professional Partnership: We partner with financial professionals to provide their clients with the best financial products and strategies.
• Charity Support: We are committed to giving back to our community and supporting charitable causes.
• Free 2nd Opinion Policy Services: Our team can provide a free second opinion on your existing life insurance policies to ensure they are the best fit for your needs.

At GAC Financial & Insurance Services, we are committed to providing the best financial products and strategies to help you preserve and create wealth. Contact us today to learn more about how we can help you achieve your financial goals.