About Us |
|
Chano J. Arellano | Retirement Planning Specialist
Chano J. Arellano is a Financial Advisor with over 28 years experience in financial planning. He brings a wealth of experience and knowledge to his role as a Financial Advisor. His training and experience enables him to give personalized, one on one financial planning to his clients through a comprehensive and individualized financial plan.
Helping people with financial planning is truly Mr. Arellano’s passion. In addition to his financial planning for his clients, he also conducts regular reviews of his client’s portfolios in order to review performance, financial goals or make any changes due to market performance or personal circumstances. Mr. Arellano currently holds a Series 7, 24, 63, and 66 securities registrations. In addition, he also has a California insurance license, #OH74220. He lives in Oceanside, CA with is wife, Jane, his daughter, Daphne and his twin daughters, Marina and Molly. |
|
|
Our Services
What We Do For Clients |
Asset Protection
Retirement doesn’t mean that it’s time to stop growing. Same holds true for your money. It should mean, however, that it’s time to stop taking unnecessary risk.
We specialize in helping retirees protect their retirement assets while continuing to move forward. |
Family Legacy Planning
Many of our clients want to leave a legacy for their children and grandchildren and are shocked to learn how easy it is to double, even triple their inheritance – TAX-FREE AND GUARANTEED!
We also work with our clients and help them embrace their own mortality and be prepared for the loss of a spouse and the income burdens this can often create. |
Extended Care Solutions
Long-term care/extended care costs have gone up substantially in the last 10 years. Unfortunately, the statistics are not in our favor, a plan to address these costs should be included in every retirement strategy.
The good news is we work with hybrid insurance plans that leverage your dollar in case you need it for extended care, but remain 100% accessible for withdrawal if you don’t. |
Retirement Income
Creating an income plan to last throughout retirement is perhaps the single most important challenge retirees will face. It’s very likely to spend 30 years or more living in retirement without earned income.
We create a customized retirement income plan, encompassing all sources of income, for each one of our clients and no two plans are exactly alike. Let us get to work on a plan for you. |
We Love To Meet New People!
Contact Us
|
BUSINESS ADDRESS
P.O. Box 4124 Oceanside, CA 92052 |
|
EMAIL
arellanoagency@yahoo.com |
|
CALL US
(760) 231-1000 |
|
|
