History
Because over ninety percent of our clients are retirees with similar concerns, we are in an ideal position to help meet clients' needs. When you choose BML Wealth Management, you may benefit from obtaining comprehensive advice from a team of qualified professionals. You may listen to past radio shows on our website. The Retirement Fingerprint aired on Angels Radio AM 830. Team: Brian Levy, Founder Shane Brosnan, Partner Natalie Shirley, Director of Operations Anthony Serrano, Paraplanner Alexander Jenkins, New Business Specialist Candace Horve, Director of First Impressions Investment advisory services offered through Cooper McManus, an SEC Registered Investment Advisor. California Insurance License # 0E50344. BML Wealth Management & Cooper McManus are not affiliated
Specialties
When a client enters the office they are greeted with a latte and walked through the steps to creating a comprehensive retirement plan. Being a boutique independent firm, BML prides itself on treating their clients like family. We provide a complementary first visit and offer the following services: * Retirement Income Strategies * Wealth Accumulation * Asset Protection * Annuities * Life Insurance * Tax Minimization Strategies * Long Term Care * IRA & 401(k) Rollovers Our mission is to provide pre-retirees and retirees a common sense approach to retirement planning. Our primary focus is making sure our clients receive the income they need in retirement while protecting their assets.