Services
Leon Rousso & Associates dedicates time to providing you the knowledge, advice and service we feel you deserve. We take pride in helping our clients have access to the best carriers in the industry. We are confident you will be satisfied in our commitment to our clients. Our service is unparallel.
We provide a wide array of insurance and investment products for individuals and families as well as employee benefit plans for businesses. The guidance we provide in regard to insurance products costs nothing extra to you. In addition we offer a wide variety of fee based investment platforms and financial planning advisory services.
Individuals & Families
Health & Dental Insurance:
PPO’s, HMO’s, Multi-Option Plans, Executive Carve-Outs, HSA, HRA, Cafeteria and Section 125 Plans
Life Insurance:
Term, While Life, Universal, Guaranteed Universal and Variable
Annuities:
Fixed, Variable, including Guaranteed Income Riders and Principal Protection
Disability Insurance:
Salary Replacement, Overhead Expenses Protection for Professional
Long Term Care Insurance:
Comprehensive, Skilled Nursing or In-Home Care. California Partners
Investment Services:
Brokerage Accounts, WRAP Accounts, Third Party Money Managers, Individual Stocks, Bonds, CD’s, Money Markets, Index Funds and ETF’s, IRA’s and Roth IRA’s
Advisory Services:
Fee Based Investment Accounts including Third Party Managers and ETF Programs
Fee Based Consultation Services:
Comprehensive Financial Planning, Asset Allocation Modeling and Fund Recommendations, Fee Only Insurance and Investment Consultation (Hourly or Retainer)
College Funding:
529 Plans, UGMA Accounts
Businesses
Employee Insurance Benefit Plans:
Group Life, Health, Dental, LTD, HSA and HRA plans, Voluntary Plans, Partial Self Funding, Cafeteria Plans
Qualified Retirement Plans:
Pension Plans, Cash Balance Plans, SEP’s, Simple Plans, 401K and Profit Sharing Plans and Roth 401K Plans
Executive Benefit Planning:
Deferred Compensation, Buy-Sell Planning and Funding, Key Person Life Insurance, Benefit Carve-Outs, Financial Planning, Asset Allocation Models
Business Services:
Key Person Insurance, Buy-Sell Agreement Funding, Professional Overhead Expense Protection, Deferred Compensation Planning, 401K and Other Qualifies Plan Implementation. Business Valuation Services.
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