Beverly Drive Financial

Beverly Drive Financial & Insurance Solutions is a renowned leader in retirement planning and wealth management, with over four decades of industry experience. Our team of expert financial advisors takes a highly personalized approach to curate forward-thinking financial portfolios that will rise with the market and remain intact, even during stock market downturns. Our mission is to provide each and every client with a modern plan of guarantees, growth to their financial portfolios, and a generous guaranteed lifetime income, with safety.

Our Services

As a leading provider of retirement planning and wealth management services, we offer a comprehensive range of solutions to help our clients achieve their financial goals. Our services include:

• Retirement and estate planning: We help our clients create a customized plan to ensure their retirement income lasts for their lifetime and provides for their loved ones after they're gone.
• Social Security maximization: Our experts will help you navigate the complexities of Social Security and optimize your benefits for maximum income and lifetime benefits.
• Fixed index annuities: We offer a range of fixed index annuity products that provide a guaranteed rate of return and protection from market volatility.
• Financial planning for women in Los Angeles: Our team of experts understands the unique financial challenges faced by women and provides tailored guidance and planning strategies to help them achieve their financial goals.
• IRA rollovers: We can help you transfer your IRA or 401(k) funds to a more suitable investment vehicle, ensuring you maximize your retirement income and protect your assets.
• Portfolio and wealth management: Our team of experts will work with you to create a customized portfolio that aligns with your investment goals, risk tolerance, and time horizon.
• Insurance planning: We offer a range of insurance products to help you protect your assets, income, and loved ones in the event of unexpected life events.

Our Team

Our team of expert financial advisors is committed to providing personalized service and expert guidance to help our clients achieve their financial goals. Our team members have extensive industry experience, with numerous accomplishments and credentials to their name. Our team includes:

• Pam Wilson, Senior Team Member: With over three decades of experience, Pam has successfully managed over $1 billion in client funds and is an expert in retirement income planning, stocks, bonds, mutual funds, and annuities.
• Caroline Rakness, Senior Team Member: With 19 years of experience in finance, Caroline is a skilled Financial Advisor and Registered Investment Advisor Representative who is dedicated to helping women achieve their financial goals.

Contact Us

If you're seeking expert guidance and personalized service in retirement planning and wealth management, look no further than Beverly Drive Financial & Insurance Solutions. Our team is dedicated to providing our clients with the highest level of service and expertise to help them achieve their financial goals. Contact us today to schedule a consultation and take the first step towards securing your financial future.