Wayne Hurley, LUTCF

Wayne is the founder of our firm. In 1978, Wayne entered the insurance business and in 1985 he entered the investment business. His broad-based experience allows him to understand the complexities of our financial world, simplify those complexities, and properly direct his clients towards financial independence. His goals are to help reduce their cost of insurance and increase their return on investment, while minimizing risk.

His main focus is overall wholistic financial planning for his clients.  Discovering his clients needs and designing a plan specific to address those needs is Wayne's main purpose.  Helping his clients retire "financially secure" drives his recommendations.  Those recommendations are created with a "client first" mindset, while acting in a fiduciary role.  

Wayne is a licensed insurance broker*, focused on providing the necessary insurance protection during his client's "accumulation phase" while attempting to maximize his client's net return on investments. Life insurance and a solid plan for possible Long Term Care needs is critical to his planning.  He is also a registered principal for securities, allowing him to balance client needs for stocks, bonds, mutual funds, variable life & annuities, as well as providing financial advisory services. His primary focus is overall financial and retirement planning... to help his clients become "financially independent".

Finally, Wayne is a member of the following industry associations.

National Association of Health Underwriters
National Association of Life Underwriters
International Association of Financial Planners
Estate Planning Specialists
TEAM Referral Network
La Verne Chamber of Commerce

Wayne has coined the phrase (and firmly believes)... "Everything's funny, when you've got money."

* Insurance products and services offered through Solutions Insurance & Financial Services.