Financial

Financial

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 –

  • Retirement Plans
    • Qualified Plans- 401k, Profit Sharing and Pension Plans
    • Qualified Plans – Executive Bonus, Section 79 and Deferred Compensation Plans
  • Disability Insurance
  • Life Insurance
  • 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 Andy Borgia at 858-523-7511 to further discuss your financial service needs. Registered Representative offering securities through Independent Financial Group, LLC (IFG). Member FINRA/SIPC. G.S. 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

Life Insurance

Life insurance provides options to achieve the highest level of comfort and assurance to you, your family, and your business.

Disability Insurance

Our 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 Planning

You Have Worked a Lifetime to Accumulate Your Wealth – Let our experienced specialists help you preserve it for your heirs.

Retirement Planning

Retirement 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.

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Arthur J. Gallagher & Co. Acquires GS Levine Insurance Services, Inc
December 9, 2013

ITASCA, Ill., Oct. 24, 2013 /PRNewswire/ -- Arthur J. Gallagher & Co. (NYSE: AJG) today annou... Continue Reading

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