The BXA team understands that retirement is not one size fits all. We work with you to determine your desired retirement lifestyle and activities, estimated time until retirement, and current habits to find tailored retirement plans.
Individual & Employee Options
Whether you are just starting your career or a few years from retirement, we can help you plan for the next phase of life.
If you are sponsoring a retirement plan as an employer, we have all the information you need to stay in compliance and up to date on all current legislation.
Our agency can also provide custom educational materials – such as posters, payroll stuffers, communications flyers, and prevention newsletters – to help inform your employees about your plan offerings and retirement strategies.
From simple day-to-day plans to lifelong habits, you can reach your employees through targeted communications that will help them focus on their retirement needs at any age.
Our team of licensed professionals provides comprehensive retirement planning services tailored specifically for our clients. Through careful due diligence, our team sells the highest quality institutional investments with the utmost independence and objectivity. Most importantly of all, BXA always acts in a fiduciary capacity in order to minimize potential employer liability.
- Custom plan design to promote consistency and maximum employee participation
- Bilingual employee educational meetings
- Personalized executive benefit consulting
- On-going executive and employee financial advisory consulting
We have over 100 agency locations in 23 different states.
23716 Birtcher Drive
Lake Forest, CA 92630
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