What We Do

We Support

 

Financial Services

The goal of our financial management services is to protect, retain and reward you the owners, key executives and families of the businesses that we provide services to and structuring programs that are tax-deductible, tax-deferred or after-tax.

Our financial service advisors are adept at providing you with insightful information and strategies on your various financial plans including -

  • Retirement Plans
    1. Qualified Plans -
      • 401k, Profit Sharing and Pension Plans
    2. Non Qualified Plans -
      • Executive Bonus, Section 79 and Deferred Compensation Plans
  • Key Man Insurance
  • Salary Continuation Plans
  • Business Succession Plans
  • Estate Planning
  • Charitable Gifting

The financial management team at G.S. Levine coordinates the benefits between what you are doing as an individual and what your business can provide. This approach ensures we are tax effective in our planning and not needlessly duplicating coverage.

Contact Rhonda Sutherlin at 858-523-7572 to further discuss what Financial Services we can provide for you. Registered Representative offering securities through Independent Financial Group, LLC (IFG). Member FINRA/SIPC. GS Levine Insurance Services, Inc and IFG are not affiliated. Office of supervisory jurisdiction: 12636 High Bluff Drive Suite 100 San Diego, CA 92130

Licensed to sell securities in the following states: CA