Michael Snowhite CRFA
Financial Planner 0 (0 REVIEWS)

Michael Snowhite CRFA

Expert Retirement Income & Wealth Management Planning

BUSINESS LOCATION

5743 Corsa Ave Suite 109, Westlake Village, CA, 91362, US

CONTACT HUB

BUSINESS OVERVIEW

California Educators, led by Michael Snowhite CRFA, provides comprehensive financial planning and wealth management services focused on individuals in or nearing retirement. They specialize in retirement income planning, asset protection, tax and estate planning, and personalized investment strategies to help clients achieve a prosperous retirement.

MAIN: Financial Planner Tax Consultant

SERVICE AREAS

Westlake Village
Woodland Hills
California

WORKING HOURS

CLOSED UNTIL 09:30 AM
Monday 09:00 - 18:00
Tuesday 09:00 - 18:00
Wednesday 09:00 - 18:00
Thursday 09:00 - 18:00
Friday 09:30 - 16:00
Saturday Closed
Sunday Closed

SERVICES & SPECIALTIES

  • Retirement Income Planning
  • Asset Protection
  • Tax Planning
  • Estate Planning
  • Investment Planning
  • Health Care Planning
  • Legacy Planning
  • Income & Expense Analysis
  • Maximizing Social Security Benefits
  • Inflation Planning
  • Spousal and Survivor Benefits Planning
  • Risk Analysis
  • IRA / 401K Asset Planning
  • Custom Portfolio Development
  • Tactical Asset Management
  • Roth Conversion Analysis
  • Tax Minimization Planning
  • Charitable Giving Strategies
  • Long Term Care Planning
  • Medicare and Health Insurance Planning
  • Life Insurance
  • Estate Planning
Better Business Bureau
National Certified Financial Fiduciary Association
Business Consumer Alliance
National Ethics Association
SOFA USA
English
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