Welcome to Ausman Financial and Insurance Services

We are a financial services firm whose office is based out of Vista, CA. We truly believe in educating our clients about the importance of proper retirement income planning, financial protection, and tax preparedness. It's never too late to improve your financial situation or your financial goals. 

Our mission is to provide you with true knowledge so you can make better decisions regarding your finances. You've worked hard for your money, now it's time to enjoy life, and let your money work for you!

​WE ARE A PROUD MEMBER OF THE SAFE MONEY PLACES AGENT NETWORK

Professional Services

  • ​Retirement Income
  • Fixed Annuities
  • Life Insurance​
  • Wealth Transfer
  • ​​Long Term Care
  • Safe Money Solutions

Where does your financial planning need help?

Retirement ​Income

Are you ready for safe and guaranteed returns on your money? If so, we'll show you which income sources are considered "safe" for your money that only offer guarantees with no risk of losing principal.

Financial Protection

Everyone needs to protect their beneficiaries and nest eggs from financial burdens, such as healthcare cost and high taxation. There's a wide range of insurance products that provide solutions to help shield your money from

PERSONAL PENSION PLAN

Many pre-retirees and retirees are concerned that their 401Ks, IRAs, Social Security, and savings won't provide enough income. The Personal Pension Plan strategy "fills income the gap".

WEALTH TRANSFER PLANNING

Wealth Transfer is a financial concept that'll help you preserve your nest egg and distribute it in one of the most tax efficient ways possible. This helps your heirs avoid the "Tax Time Bomb."

Resources

CONSUMER'S GUIDE:
​How to Develop a Customized Retirement Plan with Your Own Personal Pension Plan

ASK US A FINANCIAL QUESTION

Everyone’s financial situation is unique and there is NOT a one-size fits all retirement plan. Ask us questions and get real answers. ​