plan solutions.

TRC Financial has continued its proud tradition of helping families, individuals and companies with their insurance and benefit plans for the protection, transfer, and accumulation of wealth. TRC Financial clients include affluent families, entrepreneurs, privately held companies and select public companies. Our organized and systematic approach is designed to help reduce internal staffing needs through technology and maximize client resources, while ensuring that insurance and benefit plans are designed, funded, and managed to meet specific and appropriate client objectives. TRC has become synonymous with continuity and innovation in the planning, design, funding, and management of life insurance and benefit plans for individuals, estates and businesses.

Now in our fifth decade and second generation of management, we serve a loyal group of clients with responsive and personal service. We are the oldest and most established firm of its type in Southern California. Our commitment to genuine personal relationships and a proactive response to client needs is central to our operating philosophy. We look to the future, confident that we are our clients’ most reliable source for life insurance, disability and benefit plan solutions to the challenges faced in the protection, transfer, and accumulation of wealth.