Retirement Planning & Wealth Strategy
At Esquivel Wealth Strategies-Global Financial Services, we specialize in wealth accumulation, asset protection, options for college savings, family banking strategies, life insurance with living benefits, obtaining wills & trusts, IRA, business executive bonus planning and wealth strategy consultation. We offer consultation and appointment-based services focused on asset protection and long-term wealth planning. Our services are crafted to fit individual financial journeys, prioritizing clarity and protection as essential components of smart decision-making.
Tax-Advanced Wealth Accumulation Strategies
Tax-Advanced Wealth Accumulation Strategies
Tax-Advanced Wealth Accumulation Strategies
Tailored strategies designed to help individuals build and grow wealth efficiently while minimizing tax liabilities and maximizing long-term returns.
Asset Protection & Qualified Plan Rollovers
Tax-Advanced Wealth Accumulation Strategies
Tax-Advanced Wealth Accumulation Strategies
Expert guidance on safeguarding personal assets and rolling over qualified retirement plans into secure, tax-advantaged accounts for optimal financial security.
College Education Funds
Tax-Advanced Wealth Accumulation Strategies
Debt Management And Consolidation
Comprehensive solutions to effectively save for future education costs, ensuring a secure financial foundation for students’ academic pursuits.
Debt Management And Consolidation
Debt Management And Consolidation
Debt Management And Consolidation
Strategic plans for managing and consolidating debt, helping to reduce financial burdens and streamline payments for better financial stability.
Infinite Banking and Family Banks
Debt Management And Consolidation
Infinite Banking and Family Banks
Innovative strategies that allow families to create self-sustaining financial systems, offering liquidity, control, and growth for long-term wealth management.
Estate And Legacy Planning
Debt Management And Consolidation
Infinite Banking and Family Banks
Personalized estate planning services that protect assets and ensure a smooth transfer of wealth to future generations, preserving legacies for years to come.
we partner with Ethos Insurance and TrusteeFriend for your Estate Planning
Indexed Growth Roth IRA, SEP IRA, Traditional IRA
Indexed Growth Roth IRA, SEP IRA, Traditional IRA
Indexed Growth Roth IRA, SEP IRA, Traditional IRA
A unique retirement solution that combines tax-free growth with the security of indexed returns, offering an ideal way to accumulate wealth for retirement.
Mortgage Protection Term
Indexed Growth Roth IRA, SEP IRA, Traditional IRA
Indexed Growth Roth IRA, SEP IRA, Traditional IRA
Insurance that protects homeowners from financial uncertainty, ensuring mortgage payments are covered in the event of unforeseen circumstances.
Business Owner Strategies
Indexed Growth Roth IRA, SEP IRA, Traditional IRA
Business Owner Strategies
Tailored financial strategies that support business owners in managing wealth, reducing taxes, and preparing for future growth and succession planning.
Real Estate Services
Life Insurance, Living Benefits, & Final Expense
Business Owner Strategies
We provide real estate services in California and offer relocation services across the United States
Life Insurance, Living Benefits, & Final Expense
Life Insurance, Living Benefits, & Final Expense
Life Insurance, Living Benefits, & Final Expense
Life insurance options that provide comprehensive coverage, living benefits for unexpected health challenges, and solutions for handling final expenses.
Start Your Journey to Financial Freedom
Take the next step toward financial freedom. Whether you're looking to start with a customized plan or seeking expert advice on wealth strategies and asset protection, our team is here to guide you every step of the way. Connect with us today to schedule a consultation and take charge of your financial journey!