Insurance Management

Insurance is an integral part of your financial success.  The problem is that often insurance policies are sold to benefit the agent, not necessarily you the client.  As a result we review all the insurance policies our clients have.  Once we understand what you have and what you need to achieve your financial goals we can:

  • Facilitate better insurance coverage and/or better prices when pertinent through nonaffiliated independent insurance agents Research the financial stability of individual carriers. We do not hold formal ties with any insurance company.

  • Provide a single-point-of contact for all insurance questions.

  • Prevent gaps in coverage or over/under-coverage.

Our Location

RTJ Financial Management, Inc.

201 Wilshire Blvd.,

3rd Floor,

Santa Monica, CA 90401

Phone. 310-587-3370

Fax. 310-943-1585


Contact Us