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.

Contact Us To Learn More