Our Services
We can help you execute a sound financial program utilizing the following products and services:
- Money Management
- Investment Management
- Estate Tax Planning
- Retirement Planning
- Charitable Giving Advice
- Life Insurance
- Health Insurance
- Variable Annuities
- Mutual Fund Trading
- General Securities Trading
- Third Party Money Management
- Retirement and Pension Planning including 401(k),457,403(b),401(a),Profit Sharing and Money Purchase Plan
Investment, insurance and advisory services offered through Sorrento Pacific Financial, LLC,, a registered broker dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Neither Haywood Associates nor Sorrento Pacific Financial offers tax or legal advice.