GAC Financial & Insurance Services

Our Commitment

At GAC Financial & Insurance Services, our mission is to empower individuals and families in achieving financial security and peace of mind. We believe in personalized solutions, backed by expert guidance and tailored strategies. Since 1999, we have been proudly serving government employees, healthcare professionals, and businesses in Brea and surrounding communities.

Our Services

We offer a comprehensive range of services designed to address your unique financial goals and challenges.

Retirement Planning

• Guaranteed Lifetime Income Planning: Maximize your IRA, annuities, and 401(k) accounts for a secure and reliable income in retirement.
• RMD Maximization: Optimize your Required Minimum Distributions to avoid unnecessary taxes and penalties.

Wealth Management

• 401(k) & IRA Rollover: Securely transfer your retirement savings to maximize growth potential and principal protection.
• Charitable Gifting & Wealth Transfer: Develop a customized plan to distribute wealth efficiently and minimize estate taxes.

Insurance Solutions

• Life Insurance Premium Financing: Simplified approach to afford the coverage you need with flexible payment options.
• Life Settlement: Explore options to convert your existing life insurance policy into a cash value payout.

Additional Services

• Estate Planning: Review and refinement of your estate documents to ensure your financial legacy is protected.
• Selling Your Unneeded Life Insurance Policy: Get a fair evaluation and competitive offer for your unused coverage.

Our Guiding Principles

Our values underpin our professional approach:

• Client-centered: We prioritize your needs and goals in every interaction.
• Integrity: We maintain the highest ethical standards and transparency in all our activities.
• Sustainability: We advocate for long-term solutions and financial growth.
• Collaboration: We work alongside you as partners to achieve your financial dreams.

Experience the GAC Difference

At GAC Financial & Insurance Services, we go beyond just offering financial solutions. We take the time to understand your individual circumstances, goals, and concerns. We provide personalized guidance, clear explanations, and ongoing support throughout your financial journey.