Kilpatrick Financial Group

Brentwood Asset Advisors, located in Camarillo, CA, specializes in pension risk transfer and has been a leader in the industry since 1984. With over 3,000 group annuity contracts executed and a fiduciary role in transactions exceeding $3 billion, the firm is dedicated to providing comprehensive services in the acquisition of group annuity contracts. In addition to its focus on pension plans, Brentwood is actively involved in the individual and non-qualified annuity markets, offering a variety of Safe Harbor insurance company annuity quotes for individuals transitioning from defined contribution and defined benefit plans. The company prides itself on its specialized expertise, ensuring a seamless process from pre-sale strategy to the final delivery of insurance certificates to participants. Generated from the website

Brentwood Asset Advisors, based in Camarillo, CA, specializes in pension risk transfer and group annuity contracts, having placed approximately 3,000 contracts valued at over $3 billion since 1984. The company serves as an independent fiduciary or co-fiduciary, collaborating closely with plan sponsors, actuaries, investment advisors, and legal teams to facilitate the purchase of group annuity contracts. In addition to its expertise in group annuities, Brentwood is actively engaged in the individual and non-qualified annuity markets, providing various Safe Harbor insurance company quotes for individuals transitioning from defined contribution (DC) and defined benefit (DB) plans. Their comprehensive service process starts with pre-sale strategy discussions and concludes once all participants have received their insurance certificates. Generated from the website

BrightPath Wealth Planning is a fee-only financial planning and investment advisory firm located in Camarillo. They specialize in providing wealth and investment management services to their clients. Their team of experts offers personalized financial planning solutions to help clients achieve their financial goals and secure their financial future. Generated from their website's infomation