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Financial Services
The goal of our services is to protect, retain and reward you, the owners, key executives and families of the businesses that we provide services to and structure programs that are tax-deductible, tax-deferred or after-tax.Our financial service specialists are adept at providing you with insightful information and strategies on your various financial plans including –
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. G.S. Levine Insurance Services, Inc and IFG are not affiliated.
Licensed to sell securities in the following states: CA  |
Life InsuranceLife insurance provides options to achieve the highest level of comfort and assurance to you, your family, and your business.Disability InsuranceOur disability insurance specialist's understand that 1 in 3 people will be disabled for over 3 months during their life, with the average disability lasting 5 years.Estate PlanningYou Have Worked a Lifetime to Accumulate Your Wealth - Let our experienced specialists help you preserve it for your heirs.Retirement PlanningRetirement plans offer many perks not found in other types of savings or investment accounts. One of these is the ability to defer taxes on the money you save. |