Allen Associates

G.W. Sherwold Associates Inc., located in Lake Forest, CA, is an independent financial services firm dedicated to helping individuals and families grow, protect, and pass on their wealth. They prioritize personalized attention and a consultative approach, ensuring that each financial plan is tailored to the client's unique goals and values. Specializing in retirement planning, estate planning, investment management, and charitable giving, the firm uses a structured process to create adaptable strategies grounded in logic rather than speculation. Their commitment to transparency and accessibility allows clients to navigate their financial journeys with confidence and clarity. Generated from the website

Primerica, founded in 1977, is committed to educating Main Street families on personal finance through their HOW MONEY WORKS™ materials. They specialize in providing term life insurance and investment solutions, adhering to a philosophy of promoting products that are truly beneficial for consumers. The company pioneered the Buy Term and Invest the Difference philosophy, revolutionizing the life insurance and investment landscape. With a focus on empowering clients to achieve financial security, Primerica emphasizes the importance of understanding basic financial principles, regardless of income level. Generated from the website