TRC Financial is an independent firm with experience in the use of life, disability, and long-term care insurance to help our clients protect wealth and preserve legacies. We protect entrepreneurs, executives, and affluent families.

As a Member Firm of M Financial, we use over five decades of experience combined with unrivaled service & technology to bring unique life insurance, disability, long-term care, and benefit plan solutions to our clients and advisors. Our focus centers around proprietary plan design, product placement, and administration for life insurance, disability and long-term care insurance, executive benefit plans, and private placement insurance investment accounts.

We are the oldest and most established firm of its type in Southern California. Our commitment to genuine personal relationships and a proactive response to client needs is central to our operating philosophy. We look to the future, confident that we are our clients’ most reliable source to the challenges faced in the protection, transfer, and accumulation of wealth.

Securities offered through M Holdings Securities, Inc., a registered Broker/Dealer, member FINRA/SIPC. TRC Financial is independently owned and operated. Third-party posts found on this profile do not reflect the views of M Holdings Securities, Inc. nor its Associated Persons/Affiliates, and have not been reviewed by M Holding Securities as to accuracy or completeness. This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact me directly or consult another qualified professional. The testimonials and recommendations used may not be representative of the experiences of other clients, and they are not indicative of future performance or success.

CA Insurance License 0E14614
AR Insurance License 7843195

TRC Financial

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