At Derby & Derby,
We work for our clients to help them take charge of their own financial future. We distill information overload to address specifics relevant to an individual's situation. As unique as each individual is, so are his/her financial challenges, concerns and visions of a secure financial future. As company President, Vicki Breen says "What I have always liked about doing business in Ojai is the hands-on, personal approach I can take with my clients."
Our goal is one on one communication to identify each individual's vision, develop a plan, help build and manage an investment portfolio and guide our clients to a secure financial future.
LTC insurance is one way to have all or some of the cost of LTC paid by an insurance company rather than from your assets. Click for more.
When your life situations change, your insurance needs may also change. We will work with you to make sure you have the coverage you need for those circumstances.