Roney Insurance Solutions is a second generation family business based in Pasadena, California with the capability of providing a wide variety of services to people nationally – always with the personal attention to detail that all clients deserve.
John Roney and his team of advisors take pride in providing other families with peace of mind, asset protection, and all around insurance solutions to last a lifetime – and beyond. We provide education, referrals, planning recommendations, and assistance for any of your business or individual planning needs.
Click here to learn more about John Roney and Roney Insurance Solutions history.
No situation is too big or too small.
Our expertise and direct relationships with the top life insurance companies, financial professionals, and industry leaders enables us to provide full spectrum service – from simple, straightforward planning to the most complex financial solutions. We will design a unique plan for you that addresses your pecuniary concerns and meets your investment goals.
We are a full service life insurance solutions company specializing in two of the most important issues for individuals and business owners:
Long Term Care Planning and Leveraged Planning.
Long Term Care is the largest financial risk facing any individual today, but it doesn’t have to be that way. The rules have changed – Now, the question is, “Do you have the old insurance or the new insurance”.
Whether you currently own an insurance policy or need to invest in one, Roney Insurance Solutions will help you navigate through all of the confusion and find you the most efficient, cost effective, and lucrative way to eliminate your Long Term Care risk and then some. Contact us today to learn how you can utilize your life insurance policy’s death benefit during your lifetime – TAX FREE!
Leveraged Planning is one of the best kept investing secrets – create liquidity on a tax-free basis for Estate Planning, Legacy Wealth Transfer, and Tax-Free Retirement revenue. If you are a business owner, you absolutely need to learn how our Leverage Planning program will allow you to create personal, tax free benefits using corporate dollars with IRS approved techniques.
RIS Plans are designed to fit each individual’s unique needs.
Roney Insurance Solutions will help you regardless of where you are in your planning life-cycle – from your 20’s, through retirement, and beyond.