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Financial Planning

Let's protect your financial future. Speak with our financial experts about available solutions for savings, retirement, investments and more.

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What is a Financial Planner?

A financial planner or personal financial planner is a professional who prepares financial plans for people. These financial plans often cover cash flow management, retirement planning, investment planning, financial risk management, insurance planning, tax planning, estate planning and business succession planning for business owners.

Financial Products

Here are a few of the financial products we assist clients with:
  • Annuities - Fixed Annuities, Fixed Index Annuities, Income Annuities, Annuity Living Benefits
  • IRAs - Rollover IRAs, Traditional IRAs, Roth IRAs, IRAs for Spouses, SEP IRAs, SIMPLE IRAs
  • Life Insurance - Term Life Insurance, Universal Life Insurance, Indexed Universal Life Insurance, Variable Universal Life Insurance, Survivorship Life
  • Workplace Retirement Plans - 401k Plans, 401a Plans, 403b Plans, 457 Plans, SEP IRAs, SIMPLE IRAs
  • College Savings Plans - 529 Plans, Coverdell Education Savings Plans, UGMA and UTMA Custodial Accounts
  • Employee Benefits Plans - Critical Illness, Accident Insurance, Group Life Insurance, Group Disability Insurance.

You may or may not qualify for all or any of the options above. The best way to find out your best options is to schedule a free consultation with our financial specialists today.
(818) 356-8800​
27281 Las Ramblas
​Ste 105B
Mission Viejo, CA 92691
Click Here to Email Us
Free consultation
Get a free consultation with a financial professional

We are licensed in California, Maryland, and Virginia


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Haggag Insurance Agency
27281 Las Ramblas
​Ste 105B
Mission Viejo, CA 92691​
(818) 356-8800​
Click Here to Email Us

Location

  • Home
  • Quotes
    • Commercial Quotes >
      • Business Insurance Quote
      • Business Owners Package (BOP) Insurance Quote
      • Insurance Bond Quote
      • Workers Compensation Quote
    • Personal Quotes >
      • Life & Financial Quotes >
        • Life Insurance Quote
        • Annuity Quotes
        • Final Expense Insurance Quote
      • Property Quotes >
        • Home Insurance Quote
        • Earthquake Insurance Quote
        • Flood Insurance Quote
        • Landlords Insurance Quote
        • Renters Insurance Quote
      • Health Quotes >
        • Health Insurance Quote
        • Critical Illness Insurance Quote
        • Long Term Care Insurance Quote
        • Medicare Advantage Plan Quote
        • Medicare Supplement Coverage Quote
      • Auto Quotes >
        • Auto Insurance Quote
        • ATV Insurance Quote
        • Classic Car Insurance Quote
        • Roadside Assistance Quote
        • Motorcycle Quote
        • RV Insurance Quote
      • Other Quotes >
        • Boat Insurance Quote
        • Event Insurance Quote
        • Umbrella Insurance Quote
        • Travel Insurance Quote
        • Wedding Insurance Quote
  • Service
    • Report a Claim
    • Make a Payment
    • Update Contact Info
    • Policy Changes
    • Proof of Insurance
    • Policy Review
    • Online Documents
    • Free Consultation
  • Insurance
    • Commercial Insurance >
      • Business Insurance
      • Business Owners Package (BOP) Insurance
      • Insurance Bonds
      • Workers Compensation
    • Personal Insurance >
      • Life/Financial >
        • Life Insurance
        • Annuities
        • Final Expense Insurance
        • Financial Planning
        • Umbrella Insurance
      • Property >
        • Home Insurance
        • Earthquake Insurance
        • Flood Insurance
        • Landlords Insurance
        • Renters Insurance
      • Health >
        • Health Insurance
        • Critical Illness Insurance
        • Long Term Care Insurance
        • Medicare Advantage Plans
        • Medicare Supplement Coverage
      • Vehicles >
        • Auto Insurance
        • ATV Insurance
        • Boat Insurance
        • Classic Car Insurance
        • Motorcycle Insurance
        • Roadside Assistance
        • RV Insurance
      • Other >
        • Event Insurance
        • Travel Insurance
        • Wedding Insurance
  • About
    • Staff Directory
    • Client Testimonials
    • Refer a Friend
    • Agency Photo Gallery
    • Newsletter Signup
    • Blog
    • News
  • Contact