At PFP Financial & Insurance Services Corporation we strive to be a leading provider in the delivery of employee benefits consulting, risk management and wealth management strategies. We define our role as advocates on behalf of companies and affluent individuals who require highly specialized financial services.
Founded in 1977, PFP Financial & Insurance Services Corporation, has been providing financial services strategies to clients for over four decades and in that time we are proud to have earned the reputation as an industry leader. Our professionals have hundreds of years of collective experience and all of whom share a singular focus centered on advancing the interests of our diverse and valued clientele. Our business model empowers us to bring together leading edge innovation, preferred vendor relationships, quality products, advanced resources and comprehensive decision and implementation support services.
We take pride in the scope and depth of our organization striving to provide greater strategies, greater insight and greater support to our clients.
We invite you to explore our website and to learn more about us. Thank you for visiting our website.
Over 45 years of experience in the financial services industry
Los Angeles Valley College, California State University Northridge, Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), Master Registered Financial Consultant (MRFC), LPL Registered Representative and LPL Investment Advisor Representative. Howard is also a member of the Financial Services Institute (FSI), as well as the National Association of Pension Advisors (NAPA).
Consultant to CPA's and Law firms in the areas of Wealth Accumulation and Preservation Planning, Life, Health and Disability Insurance, Retirement Planning, and Investment Management. Featured speaker to business and professional organizations and past instructor for the Life Underwriters Training Counsel. Advisor to corporations, business owners, physicians, executives on financial and business matters.
We all have our own unique way of handling our finances. While some of us are natural born savers, others may have a hard time making it to the next paycheck. Fortunately, most of us fall somewhere in-between, putting away money at times, while making frivolous purchases at other times.
How to Avoid Retirement Woes
According to the American Institute of CPAs (AICPA), the top concern of retirees is running out of money. While it’s a known fact that many of us don’t begin to save for retirement when we should, it appears that nearly half of all current retirees are concerned about outliving their retirement funds. However, there are some things you can do now in an effort to help mitigate the very real risk of outliving your retirement funds. These include the following:
The American Institute of CPA’s (AICPA) recently published a list of personal finance trends that we should all be concerned about. These trends highlight the fact that almost 63 percent of Americans today are unable to pass a basic financial literacy test.
Here are the troubling trends, as well as some tips on how to avoid them:
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