• Skip to main content
  • Skip to footer

Define Financial

  • About ▾
    • Our Team
    • Case Studies
    • Awards & Press
    • Contact
  • Services ▾
    • Investment Management
    • Social Security Timing
    • Retirement Income
    • Tax Planning
    • Retirement Planning
    • Insurance Optimization
  • Blog
  • Clients ▾
    • Client Portal
    • Client Resources

Free Assessment

Insurance Optimization

Services

  • Investment Management
  • Social Security Timing
  • Retirement Income
  • Tax Planning
  • Retirement Planning
  • Insurance Optimization

Insurance Optimization

Our insurance planning helps you maximize your protection and lower your annual costs.

And, as a commission-free financial planning firm, we get paid exactly $0 when we help you buy an insurance policy.

By not accepting commissions, you don't have to worry about us recommending something you don't need.

After we perform a comprehensive insurance analysis, we help you shop the entire market to find the best policy at the best price. We also help you safely unwind insurance policies that were wrongfully sold to you.

We conduct regular in-depth reviews for our clients on the following types of insurance:

  • Life Insurance
  • Long Term Care Insurance
  • Auto & Home Insurance
  • Disability Insurance
  • Umbrella Insurance
  • Health Insurance

👉 Want to learn more about optimizing insurance now and in retirement? Click here to get your Free Retirement Assessment.

Define financial footer logo

12526 High Bluff Dr
Suite 238
San Diego, CA 92130

(858) 345-1197

© 2023 Define Financial

About

Our Team

Case Studies

Awards & Press

Media Quotes

Contact Us

Services

Investment Management

Social Security Timing

Retirement Income

Tax Planning

Retirement Planning

Insurance Optimization

Clients

Client Portal

Client Resources

Education

Retirement Podcast

Blog

Retirement Statistics

Privacy Policy Disclosures Form CRS Accessibility

Fpa Memberlogo Agc Logo Cfp Logo