At Coverity Insurance and Financial Solutions, LLC, our primary objective is to help our neighbors in the Greater Los Angeles area protect and preserve their health and wealth from ever rising healthcare costs, market uncertainty, and government taxation.

We achieve our objective by providing solutions for the full life cycle of wealth management from the accumulation phase during the early years to the preserve and protect phase during the middle years, and to the retirement phase when minimizing taxes and maximizing spendable income are the key objectives, and finally to the legacy phase where the goal is to pass along the life savings to the next generation without the heavy, immediate and unnecessary taxation.

We also know that the healthcare cost can destroy even the best prepared financial plans. So we provide solutions for healthcare, including Long Term Care which is becoming a national epidemic.

Our clients worked very hard to earn their life savings. Our mission is to help them PROTECT and PRESERVE their Wealth and Health.