Asset Retention Insurance Services

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23171 La Cadena Dr
Laguna Hills, CA 92653
we specialize in helping you secure and grow your retirement with tailored strategies that ensure a comfortable and worry-free future. Our expert team is committed to providing guaranteed lifetime income, ensuring that youll never outlive your savings. We work with you to develop personalized plans that increase your lifetime income, adjusting for inflation and changing needs over time.We understand the critical impact of healthcare costs in retirement and help you solve for healthcare inflation with proactive strategies. Additionally, our proper tax planning ensures that you keep more of your hard-earned money, minimizing tax liabilities and maximizing your retirement income.With our custom retirement roadmap, we guide you step-by-step through a clear, actionable plan designed for your unique goals and aspirations. To get started, we offer a complementary consultation, where well assess your current situation and outline the best course of action to safeguard your financial future.State Agent # OD73702

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3.56 reviews
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L B.
1/24/2025

We have been with Troy and he is so helpful and directed us the right way into our retirement. I definitely would recommend him . Lowell and Carol

Tina R.
9/19/2024

When I went to Asset Retention back in 2019, Troy was very hands on during my appointment. I invested my entire 401k from my previous company with Asset Retention. Last year, when I had my...

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Cindy L.
10/28/2023

I should have posted this review a long time ago. My parents were clients of Troy for years. At one time he provided passable service but that changed. I came to visit them and they wanted me to...

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Didi R.
9/23/2017

If you are looking for an outstanding retirement planner to take care of your hard earned money and protect your financial future look no further! Troy Bender is your guy and he is excellent at...

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Ben R.
1/17/2017

I needed assistance with my retirement planning account and a friend of mine suggested Troy Bender who works at Asset Retention. When I first met Troy and his staff I was delighted with how...

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