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ADDRESS

949​-858-7200

200 Spectrum Center Drive #150

Irvine, CA 92618

info@CotoFinancial.com

Coto Financial & Insurance Services is a comprehensive professional services company providing a variety of financial solutions to individuals, business owners, and corporations.  

ABOUT US

2018 © Coto Financial and Insurance Services, Inc. © 2018

Coto Financial & Insurance Solutions, Inc. and Kinetic Investment Management, Inc. are two separate entities. Insurance products and services are offered and sold through individually licensed and appointed agents in all appropriate jurisdictions under Coto Financial & Insurance Solutions, Inc. Investment Advisory Services are offered through Kinetic Investment Management, Inc., a registered investment adviser.

 

Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.

License #0B57006

"We hold ourselves to incredibly high standards. Yours."

WEALTH MANAGEMENT

Planning is an important part of every financial situation, but a solid plan means nothing without the financial tools and know-how to implement it. Coto Financial not only lays out a map for success but also takes the next step to deliver the investment strategies and allocation suggestions necessary to deliver that promise. Through our investment management platform, we offer access to the best and the brightest portfolio managers as well as customized, proprietary solutions. Through our innovative research and analysis and our leveraged relationships, we are able to offer clients institutional grade solutions in traditional and alternative investment classes.

RISK MANAGEMENT & INSURANCE

Assessing risk is a strategic measurement process; it can change on a dime and have devastating effects if not handled properly. The Coto Financial team understands that there is no point in working diligently to create wealth if it can be lost in a moment. Our focus is making sure our clients are protected through our robust and comprehensive insurance and risk management platform. In any investment situation there are times of uncertainty, especially with a volatile financial market, but our clients can rest assured that their team of experienced professionals is prepared for any scenario.

RETIREMENT PLANNING

With the variety of options, the complexities of different plans, and the uncertainties of longevity and inflation, retirement may seem like more of a burden than a joy. Through Coto Financials' dynamic and holistic approach, we are able to offer consistency and confidence to our clients through every stage of retirement planning. In the first stage (the accumulation or contribution phase), we offer asset allocation and tax strategies to assure that our clients reach their retirement goals. In the second stage (the distribution or income phase), we offer budgetary and income strategies to track and adapt retirement income solutions, ensuring that our clients will not only make it to retirement, but through retirement as well.

CORPORATE & EXECUTIVE SOLUTIONS

At Coto Financial we understand that corporate executives and key employees have limited time to organize and maximize their corporate benefits. While these benefit packages are extremely valuable, often times they are complex and complicated. Our program helps ensure that these executives and key employees take full advantage of all the features and benefits available to them through their companies. We focus on implementing these strategies while helping decrease their involvement, effort, and time spent doing so.

TAX PLANNING

In today's ever-changing tax environment, proper planning for tax exposure is essential in protecting our clients' hard earned assets. Coto Financial offers advanced analysis and planning solutions to diversify and limit our clients' tax liabilities while maintaining compliance within the complex regulatory environment. We provide our clients tax preparation, forecasting, and filing services through our network of experienced tax professionals. Our clients also enjoy access to advanced tax software that helps identify strategies to maximize their deductions and/or limit the future taxation of their assets. Our focus and expertise related to the tax aspects of our clients' portfolios enhance overall performance and real returns by creating more tax efficiency.

BUSINESS CONSULTING

There are many complexities when it comes to running a business: marketing/branding, human resources, research and development, competitive analysis, etc. At Coto Financial, we help business owners protect and grow their most valuable asset-- their business. By offering a full suite of customized business strategies and plans, we are able to take the business owner's focus off the financial aspect of their enterprise. This way, they can concentrate on what they do best: growing and developing their company.

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OUR SERVICES

We offer unique custom solutions to help meet your needs and accomplish your goals.