Profectus Financial

Los Angeles, CA Financial Services
(213) 480-9400
(213) 480-9400
1055 W 7th St Ste 3260, Los Angeles, CA 90017

1055 W 7th St Ste 3260, Los Angeles, CA 90017

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About the Business

If you're a business owner, you know well the obstacles of launching a successful business and the following challenges you face in running it. Promoting profit growth, handling taxes, protecting your company's assets, and planning for retirement are all concerns many business owners must address. High net worth and other wealthy individuals may face similar challenges, as their assets are consistently threatened by taxes, time, and other liabilities. Although these issues can be daunting at times, they are good problems to have, as they validate a very significant accomplishment: financial success.

Profectus Financial builds its core services around:

*Profitable Business Owners - by helping them with minimizing income taxes through implementation of sophisticated, time tested and proven techniques that may yield significant tax saving benefits. Put simply, we take money that business owners would have paid in income taxes and convert it into asset-protected retirement wealth. The ideal candidate would be someone who has at least $500,000.00 in net taxable income; is around age of 45; has less than 50 full time employees.

**High Net Worth Individuals - by designing and offering a well-balanced portfolio through a mix of well-diversified and non-correlated investment options. The ideal candidate is someone with minimum of $250,000.00 in invest-able assets.

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Publisher Info

  • Disclosure: Profectus Financial & Insurance Services, Inc. is a Registered Investment Adviser. This platform is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Profectus Financial & Insurance Services, Inc. and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Profectus Financial & Insurance Services, Inc. unless a client service agreement is in place. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.
  • (213) 480-9400
  • 1055 W 7th St Ste 3260, Los Angeles, CA 90017
  • Visit Website

Opening Time

  • Mon
    8:30 AM - 5:30 PM
  • Tue
    8:30 AM - 5:30 PM
  • Wed
    8:30 AM - 5:30 PM
  • Thu
    8:30 AM - 5:30 PM
  • Fri
    8:30 AM - 5:30 PM
  • Sat
    Closed
  • Sun
    Closed
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