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Finance, Insurance & Mortgage Resources in Orange County

When it comes to finances, most seniors share the same concerns---namely, being able to pay for the care they may need in old age without burdening their families while preserving their ability to leave a legacy for future generations. Many professionals can help you do just that, including:

  • Reverse Mortgage Specialists: If you’re over 62, but not yet planning to leave your home, you may want to take advantage of your equity by taking out a reverse mortgage. Under this arrangement, you receive monthly cash payments from your bank that you repay when you die or sell the house.
  • Long Term Care Insurance Specialists: Many types of policies can help you pay for long-term care, including some that convert to a death benefit for your loved ones in the event that you never use the policy.
  • Estate Planners: Financial estate planners can help you make a strategic plan for your assets, including what should happen to them if you die or become disabled.

The following financial professionals serve Orange County, California.

Kamron Nahavandi

Kamron Nahavandi
As an Independent Financial Advisor located in Newport Beach, CA, our focus is helping clients all over the country with insurance, investments, estate planning, retirement planning, and full-service financial planning.
(714) 833-9652
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