RETIREMENT INCOME
STRATEGIES
Our Services Focus On
These Three Areas:
Growth
Prepare for retirement by putting your hard-earned assets to work.
ANNUITIES
IRA/401(K)
ROLLOVERS
RESIDENTIAL &
COMMERCIAL LOANS
Preservation
Protect the assets that can help you live the life you've always imagined.
ASSET PROTECTION
STRATEGIES
LIFE INSURANCE
TAX-EFFICIENT
STRATEGIES
LONG-TERM CARE
STRATEGIES
TAX PLANNING
Giving
Provide for the people and for the causes you care about the most.
IRA LEGACY
PLANNING
PROBATE
TRUSTS
CHARITABLE GIVING
ESTATE PLANNING
If you care about your retirement dreams,
you need us.
Have a question?
Call or text us.
We Help You:
Get Informed
Learn the financial information you need to make smart financial decisions.
Keep More Earnings
Find out how to maximize — and preserve – your hard-earned money.
Build A Legacy
Discover the strategies and tools to thrive financially today... and tomorrow.
“We’ve found a new
financial freedom with Yekani Wealth Management & Real Estate. Nick and his team have made a huge impact on our lives.”
Tom Serrano
Contact Us Today
Please fill out the form below to get in touch with us.
Fields marked with an * are required
Contact Us - Short Form
CA Insurance # 0635825
Firm License # 0K36793
Woodland Hills
6300 Canoga Ave. Suite 1100
Woodland Hills, CA 91367
Westwood
Oppenheimer Tower
10880 Wilshire Blvd. Ste 1101
Westwood, CA 90024
Irvine
17875 Von Karman Ave.
Irvine, CA 92614
We are an independent financial services firm helping individuals create retirement strategies using a variety of insurance products to custom suit their needs and objectives. Nick Yekani | CA Insurance # 0635825 Firm License # 0K36793
None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.
Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. products may be subject to fees, surrender charges and holding periods which vary by insurance company.
The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.