Helping you navigate your financial decisions.

Insurance Planning

Randazzo Capital will detect risks that may jeopardize your current or future finances. 

Often, this piece is overlooked, which has the potential to cause a major shortfall due to a death or long-term care need in the family. Transferring or sharing some of this risk with an insurance company ensures your family members or other loved ones will have a financial foundation in the case of such an event. Some of the ways we utilize insurance within a financial plan include:

  • Life Insurance

  • Long-Term Care Insurance

 Planning and investment experts to optimize your financial life.

We are committed to bringing our clients the best ideas amidst the ever-changing economy and marketplace, and in doing so, have teamed up with Anfield Capital*, a registered investment adviser in Newport Beach, CA, to help manage your money.