- Life InsuranceIn today’s litigious society incorporating asset protection planning into ones financial plan is even more important to safeguard assets through life insurance asset management strategies.
- Disability InsuranceJane Roberts has been with Lagos Wealth Advisors since 2002. She received her Bachelor's degree in business from California State University, Long Beach. Mrs. Roberts coordinates LWA's life insurance and real estate services division. She holds a life, health and disability insurance license as well as her real estate agent's license.
- Long Term CareUnexpected losses can derail even the best-laid financial plans. The creative use of insurance products is often the foundation for our client’s personal, business and wealth transfer planning. Our focus includes planning for unexpected death or disability, long term care needs, and liquidity to perpetuate our client’s legacy.
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