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You Deserve Financial Excellence, Placentia

You Deserve Financial Excellence, Placentia

Wherever you want to go, we're ready to help at every step of the journey.

Our Process

Our Process

We create strategies that are tailored to your needs and goals.

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Our History

Our History

Years of experience have prepared us to guide you through your life transitions.

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About InsuranceKO

About InsuranceKO

InsuranceKO is an independent benefit specialist firm that takes a consultative and personal approach in order to find solutions to client challenges and in order to provide employers with the knowledge and tools to manage their benefits plans, costs, communication strategies, and compliance obligations more effectively. The team at InsuranceKO prides itself on taking the time to understands each client’s and organization’s structure and needs. InsuranceKO believes that only after such an undertaking, can the team at InsuranceKO provide advice and solutions to support client-decision proactively or as issues arise throughout the year and not just at renewal or open enrollment. InsuranceKO’s core values are integrity, collaboration, innovation and operational excellence.

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How We Help

In addition to working together toward real, year-after-year growth, we'll help you find the freedom to achieve your dreams.

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Life moves pretty fast and can change even faster. That's why it pays to have a quick, flexible team to help every step of the way.

Health

Dream big, have fun, and watch your finances grow.

Dental

With decades of experience, our investment gurus are always ready to support you in every way.

Tax

If you’re looking for tax knowledge that rivals the IRS, from the everyday tax issues to the obscure, we have you covered.

Estate

It can be difficult to think about leaving our loved ones behind. With sensitivity and care, we'll help create an estate plan perfect for your family's situation.

Money

Wealth management is one of the most overlooked parts of building a sound retirement strategy. Let us help you generate wealth now, while we build the perfect tomorrow.

Speak with a neighborhood advisor to learn how <strong>we help you reach your goal.</strong>

Speak with a neighborhood advisor to learn how we help you reach your goal.

Knock Out Your Problems

You can call us planners, consultants, or advisors … But we’re best known as problem solvers. To you, issues like benefits and financial planning are probably a hassle. To us, they’re second nature.

Our passion is helping people like you. For more than 20 years, InsuranceKO has been making a difference in the lives of others. Our clients say we talk the talk AND walk the walk. That’s because we don’t just provide you with solutions – we put them into action.

No matter your situation, it’s important to get advice you can trust from people you rely on. We’ll give you both. Not only do we have extensive knowledge and experience handling complex problems, but we’ve also got a team of caring people who will make sure all your needs are met.

Our clients have faith in our integrity and can vouch for our reliability. They know from experience that we maintain the highest ethical standards while providing objective recommendations that are in their best interest. You can count on us to do the right thing … always!

See What Our Clients Have to Say

"It has been months since we first met with Frank and his team, and they made the transitions of our investments super easy. We couldn’t be happier"

Sara Customer,
Happy Client and Retiree

"Frank and his team provide world-class financial advice on a very personal level."

George Customer,
Happy Client and Retiree

"The depth of expertise and knowledge available is beyond helpful. And if I ever have a question, I know Frank is only a phone call away."

Phyllis Vanderbundt,
Happy Client and Retiree

Call Us

(714) 224-4100

Address

207 South Lakeview

Placentia, CA 92870