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Milton Watson

8383 Wilshire Blvd., Suite 221
Beverly Hills, CA 90211

Phone:

310-526-7459

Videos

We have interesting videos for you to watch on my site.

Calculators

You can review interesting calculators on my site.

Contact Us

Please feel free to contact us with any questions.

Welcome to my Website.. I am a financial representative whose mission is to provide objective and comprehensive life insurance, annuity & estate planning strategies as well as retirement and other income producing strategies. My goal for this website is to increase financial literacy. Whether you are investing to build wealth, protect your family or preserve your assets, we offer personalized service that focuses on your needs, wants and long-term goals. We do not have any prepackaged solutions so each client is unique.

We have years of experience in financial services. We can help you address today's needs and those for many years to come. We look forward to working with you.

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These plans have generous contribution limits that increase with age, which may allow high-income business owners to catch up on retirement savings and significantly reduce their taxable incomes.

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Survivorship life insurance may be a cost-effective coverage solution for older couples or business partners.

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Closed-end funds are considered to carry higher risk but may provide a higher income stream than traditional mutual funds holding similar securities.

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In addition to advancing philanthropic goals, strategic charitable donations may offer tax advantages.

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How Long Will Your Funds Last?

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck