Corwin Asset Management

About Corwin Asset Management



CORWIN ASSET MANAGEMENT

Proactively partners with you to design your financial life at it’s best through a personalized client  approach with individually customized solutions for safe money strategies including  growth, guaranteed income for life, retirement plans , 401-k and IRA's, retirement income, and peace of mind.

We are dedicated to provide the highest level of on-going professional service possible for 
You,  Our most valued Asset.



OUR MISSION
          'To Educate, Serve, and Protect'

This commitment allows us to proactively create customized and balanced financial solutions aligned with your goals and concerns.

Almost everyone has a goal of financial and emotional independence.

This is our mission for you as well.


UNDERSTANDING

A comprehensive understanding of our clients’ current financial situation is vital to our combined success in helping to sustain financial freedom.  This means we completely listen first to our clients’ explanations, wants and concerns as we begin our important partnership building process.
 
Our clients are usually in the age group of 45 to 75 and sometimes older or younger.  Baby Boomers and retired seniors alike are all included.

We seriously accept our responsibility fully explain solutions and products offered to clients, so that they are equipped to make fully informed choices and decisions before they may commit to a course of action.

 
UNIQUE SOLUTIONS

The “hands on” approach to financial guidance used by Corwin Asset Management invariably involves unique and different client solutions.  In every case, these creative solutions are surrounded by flexibility and peace of mind, as our testimonials will confirm.

We specialize in solutions that can include:
  • Safety of Your Money
  • Peace of Mind -  Premiums are Guaranteed Against Loss1
  • Saving your Old 401(k) and 403(b) from market-loss2
  • IRA (current ones) protection from market-loss2
  • Premium Bonuses on initial and/or subsequent premiums3
  • Growth, especially with tax-deferred advantages
  • Guaranteed Income for Life1
  • Diversification of  Assets
  • Cash Liquidity options2
  • Access to your Money using penalty-free withdrawals2
  • Life Insurance with Cash Growth to Protect Your Family
  • Diversification of your Estate
  • Win-Win Client Strategies in an up or down economy
  • Fixed and Fixed Indexed Annuities
  • Beneficiary provisions per your instructions
  • A Wide Range of Choices for You, Only Available through an Independent Agent.


REPRESENTING YOU

As your independent agent, Gordon Corwin and his professional collective ‘team’ have an unusually broad base of experience, resources, available products and solutions to offer for his clients; he is appointed to with over 7 different U.S. multi-billion dollar Life Insurance Companies offering a multitude of quality financial products to fit your needs.  Corwin Asset Management specifically focuses only upon "A" rated and higher Life Insurance Companies with published solvency ratios substantially higher than their  liabilities.



Click here to view 
MY MOST RECENT PUBLISHED ARTICLE
"Can I Save My 401-k?"

List of
SERVICES AND UNIQUE SOLUTIONS

Click here

GUARANTEED INCOME FOR LIFE 
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                                         You may contact Gordon Corwin

     PHONE:  760-941-0101

      FAX: 760-941-0808

        Cell Phone:  760-505-3266

        Located in Oceanside, California serving Southern California and San Diego County. 

                            

        “Customized Financial Solutions for Your Peace of Mind” 

 


Neither Corwin Asset Management, Gordon W. Corwin, nor any Insurance Carriers to which Gordon Corwin may be appointed nor any agents acting on their behalf should be viewed as providing legal, tax, or investment advice or as a CPA or attorney.  Consult with and rely on your own qualified advisor.  Specific features may vary by product.  1Assumes no prohibitive withdrawals are taken.  2Withdrawals taken prior to age 59 1/2 may be subject to IRS penalties. Withdrawals taken during the Surrender Charge Period above the penalty-free amount will be subject to Surrender Charges.  3Premium bonuses may vary and may not be available on all plans.