Luanne K.
6/26/2019
I worked with Rachel on my retirement accounts. She spent hours researching and explaining to me exactly what was going on, much more service than the previous companies I was using. I would...
Missing Link Financial and Insurance Svc
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13001 Seal Beach Blvd Ste 210
Seal Beach, CA 90740
History
In 2008, Missing Link Financial started out as a real estate investment and insurance firm. We taught individuals the value of incorporating real estate assets as part of their retirement strategy. Today the real estate portion and the retirement portion of our business are held in 2 separate companies. Missing Link Financial and Insurance services only handles the retirement and insurance needs of our clients. We specialize in the CalPERS, CalSTRS, and FERS retirement systems. Our expertise is working with public schools employees ranging from preschool to State College level, as well as some federal employees.
Specialties
We specialize in listening, assessing, and helping individuals breakdown their complex retirement situation. Information is explained in a way that clients can really understand. Confidence is instilled when clients see how much we care. We ALWAYS make recommendations in the best interest of our clients' needs! We never charge a fee for this service. When the appointment is over, clients have a clear understanding of their retirement options. An exit strategy is also typically created. Clients are never pressured in any way and are never obligated to take our advice. Appointments ARE required. Walk-ins are not advisable as we also conduct offsite appointments or may be at an alternate office location. Evening appointments are also available.
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