TWP Financial

TWP Financial We want to EARN your business by regularly reviewing your insurance coverage, portfolios, and helpin There are no extra fees for our services.

TWP INSURANCE IS NOW TWP FINANCIAL

When TWP Insurance was founded seven years ago, we specialized in health insurance. We have helped well over a thousand clients acquire health insurance and will continue to specialize in providing this service. Over time, to meet the needs of our clients and to stay competitive in the changing world of health insurance, we have added another passion of ours, fi

nancial wellness, based on safe money principles. It's All About What Works For you
When you call Los Angeles based, TWP Financial, you'll receive the personal attention you want and deserve. More than a client with an account number, you'll become a valued friend – a familiar face – a neighbor, and we'll be there for you when you need us most. TWP Financial is an independent broker
We carry all companies in the insurance marketplace, including federal and state plans, so we shop to get you the best-priced plan for your situation and budget. The insurance company pays us on their end. PEACE OF MIND COUNTS
For all of your insurance needs, including Health (individual and group), Medicare, Life, Long-Term Care, Disability, Dental, Vision, Critical Care, and more, the insurance professionals at TWP Financial understand the "big picture" and take a hands-on approach to fit every situation. "We know your insurance dollars can be spent in many ways," says Tim Peterson – owner of TWP Financial. "We want to earn your business by regularly reviewing your coverage to make sure you receive the best possible value." Taking it even further, TWP Financial offers financial planning using the Circle of Wealth © system. This system helps you have a better understanding of how your money works, how to be more efficient with your money, and how to make safe, informed decisions. We only recommend safe investments like the Private Reserve System ©. INVESTMENT ADVICE
Investment advisory services offered through Horter Investment Management, LLC, a SEC-Registered Investment Advisor. Horter Investment Management does not provide legal or tax advice. Investment Advisor Representatives of Horter Investment Management may only conduct business with residents of the states and jurisdictions in which they are properly registered or exempt from registration requirements. Insurance and annuity products are sold separately through TWP Financial. Securities transactions for Horter Investment Management clients are placed through E*TRADE Advisor Services, TD Ameritrade and Nationwide Advisory Solutions. Please call us at (424) 288-4254 or email us. We strive to give you first class service!

05/11/2024

What if the traditional wisdom on how to fix Social Security no longer holds?

05/10/2024

Shift your decisions from saving for retirement to living in retirement, and focus on the retirement decisions with the most impact.

05/09/2024

Decisions about when an older person should stop driving are often agonizing. They can rock the driver’s sense of independence and identity, and add to the responsibilities that many family caregivers shoulder. “It’s a major, major loss for older people,” said Lauren Massimo, an assistant pr...

05/08/2024

Younger Millennials and Gen Z are GenNext. They are tossing career ladders and riding pogo sticks reshaping work and navigating an uncertain path into retirement.

05/07/2024

The toughest part of estate planning isn’t writing the will, but talking about it openly with the family.

05/06/2024

When considering the mechanics of football, it’s not uncommon to draw parallels between the dynamics of the game and the principles of proper financial planning.

05/05/2024

Don't commit this easy-to-make tax faux pas, because it could cost your family a lot of money.

05/04/2024

The new rules apply to IRA beneficiaries who received an inheritance in 2020 or later. Tax planning can help minimize the taxes you owe on your inheritance.

05/03/2024

Show me, don't tell me—it's the new mantra for the stock markets. The recent price volatility, which saw market-leading stocks tumble, has changed investor sentiment just as earnings season is accelerating and putting a question mark over stock valuations.

05/02/2024

Federal Reserve Chair Jerome Powell said firm inflation had introduced new uncertainty over whether the central bank would be able to lower rates this year.

05/01/2024

It is April and the first quarter of 2024 is behind us, so there is a good chance your well-intentioned resolutions for life and money are failing. Which means it is a great time to try a Personal Strategy Map.

04/30/2024

Housing market affordability isn’t getting any better, with inflation keeping mortgage costs high

Address

8665 Wilshire Boulevard
Beverly Hills, CA
90211

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+14242884254

Website

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