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Los Angeles

Welcome to
TBC Financial!

 Where Family Values Meet Professional Excellence!

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At TBC Financial, we believe in more than just managing your finances. We're a family-owned firm dedicated to ensuring the well-being of every individual we serve.

We bring compassionate care, because we want to ensure you can retire stress free. we also bring risk and investment management to you!

With us, you're not just another client – you're part of our extended family!

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Services We Offer

Happy Retirement

Retirement

Where will your retirement money come from? If you’re like most people, qualified retirement plans, Social Security, and personal savings and investments are expected to play a role. We also want to help you enjoy the fruits of your labor. We can help you build a retirement strategy that will keep you excited for what’s to come.

Risk Management

Insurance transfers the financial risk of life's events to an insurance company. A sound insurance strategy can help protect your family from the economic consequences of those events.

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Investment Management 

Some principles and strategies may enable you to assemble an investment portfolio that reflects your risk tolerance, time horizon, and goals. Understanding these principles and strategies can help you avoid some of the pitfalls that snarl some investors.

TBC Logo (1).png
TBC Logo (1).png

Corporate Office 

3625 E Thousand Oaks Blvd Suite 238

Westlake Village, CA, 91362 

Phone: +1  805 230 1113

Fax: + 1 805 830 0405

Email: info@thebenefitcenter.com

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Copyright 2024 FMG Suite.

 

Advisory Services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Fixed insurance offered through The Benefit Center. TBC Financial, TBC Capital Management, LLC, and The Benefit Center are not affiliated with Cambridge. Cambridge does not offer tax or legal advice.

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