Foundation Financial Consultants

Dedicated Defined Benefit Services in Glendale, CA specializes in setting up IRS-approved retirement plans for professionals, small business owners, and individuals with self-employment income. With over 4500 plans opened, their expertise lies in tailored solutions such as the OnePersonPlus Defined Benefit plan and the OwnersPlus Cash Balance Program, offering substantial tax deductions and investment opportunities. Through a dedicated team of plan consultants, they assist clients in maximizing contributions and tax savings, ensuring financial security and growth for their retirement years. Whether it's for sole proprietors, partnerships, or small businesses, Dedicated Defined Benefit Services provides personalized retirement planning solutions to meet diverse financial needs.Generated from the website

Transpacific Financial Inc. is recognized as the largest Asian general agency in the United States, boasting 27 office locations nationwide and a network of over 5,000 contracted professional agents, many with nearly two decades of industry experience. Founded in 1994 by Philip Hu, the agency specializes in wholesale life insurance and financial planning services, representing 40 insurance companies that offer the latest investment products. The agency hosts weekly financial and wealth management seminars to support agents and clients alike, while providing continual training and resources for its staff. With a commitment to strategic growth and customer retention, Transpacific Financial aims to enhance the overall success of its agents within the competitive financial services landscape. Generated from the website

Whittier Trust Company, an independent private trust company, exists to protect, enhance and perpetuate the wealth of its clients. More than three quarters of a century of experience in planning and managing wealth has confirmed the value of a comprehensive and coordinated approach to disciplines that will protect wealth, create asset growth and provide an orderly transition of assets to future generations. WTC serves a limited number of clients. Its client contact officers are responsible for an average of 10 relationships versus the industry average of more than 100. WTC has only one business, meeting the administrative and investment requirements of individuals. Traditional corporate trustees have been adjuncts of commercial banks whose primary focus is money lending. WTC manages assets with a focus on after-tax performance. Most money managers' largest clients are tax-free entities, so their investment strategies typically ignore taxes.