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JF Financial & Insurance Services is a financial planning organization dedicated to offering an array of coordinated investment planning and personal insurance options to our clients looking to build, protect and distribute their personal wealth. We are a regional agency focused on serving Los Angeles, Orange and San Diego counties.
"You cannot predict a financial outcome."
-Robert Castiglione
Helping you make retirement plan choices.
For many that will qualify for the public service, civil service and federal retirement plans, you will make an irrevocable decision the day you submit your initial paperwork. Early planning can help you identify the retirement benefit you qualify for and can also leave any unused funds for the next generation. Without planning, this is not possible.
Helping you look at alternatives to Long Term Care.
Utilizing features of the Pension Protection act, you can use current assets to leverage future long term care expenses as an alternative to purchasing an individual long term care policy. Some of these features could allow for tax free withdrawals under the act and, if structured properly, can last you and your spouse’s lifetime.
Helping you understand Life Insurance.
Life insurance is a dynamic, changing instrument that can be affected by interest rate fluctuations, market cycles and mortality tables. For the first time buyer, we like to educate you on the different
products available and help you select the appropriate type and amount that suits your needs. If you currently hold an insurance policy that is more than 5 years old and has never been reviewed, you need to re-examine your coverage for price and performance to be certain that it meets your goals.
Helping you analyze your present financial situation.
Building personal wealth and financial security is both an art and a science. To be successful, one must use a variety of skills in analyzing potential outcomes, implementing strategies and monitor the desired results. Coordinating these steps is an ongoing and ever-changing process due to
variations in economic circumstances surrounding one’s life. Our goal is to provide a more efficient and cost effective approach to building wealth. This process focuses on the strategic positioning and movement of your money which seeks to improve the effectiveness of your money over time.
  • Cambridge Financial Partners, LLC

  • 3300 Irvine Ave., Suite 385
    Newport Beach, CA 92660
  • Map and Directions
  • Phone: (714) 361-7419
  • Fax: (714) 361-7410

Our office is at 3300 Irvine Ave., Suite 385, Newport Beach, CA 92660 and is located at the corner of Bristol and Irvine Ave. at the 73 Freeway. For further directions feel free to call me at (949) 233-2621.

Affiliated Offices