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  • ABOUT
    • Meet Our Founder
    • Our Process
  • EXPERTISE
    • Business Owner Solutions
    • Personal Solutions
    • Medical Professional Solutions
    • Investment Management
  • RESOURCES
    • Calculators
  • CONTACT
    • Get in Touch
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Business Owner Solutions

Here at Lozano Financial Strategies, we offer a wide array of services to help business owners address their financial needs at every stage of the business life cycle. Taking into account their personal values and financial goals, we create and execute customized strategies to help entrepreneurs meet their objectives. Some of our key services are detailed below.

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EXECUTIVE BENEFITS
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SUCCESSION STRATEGIES
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KEY PERSON INSURANCE

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FUNDING BUY-SELL AGREEMENTS

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FUNDING DEFERRED COMPENSATION

Disclosure

Christian Lozano is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AZ, CA (CA Insurance License #0K25412), CO, IA, NV, OR, and TX. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Christian Lozano is licensed and authorized to offer insurance in California, but Lozano Financial Strategies and Insurance Solutions LLC may not be. For additional information on California licensure status, please click here.

Christian Lozano is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 2400 E Katella Ave Ste 800, Anaheim, CA, 92806, 562-277-7410. In this regard, this communication is strictly intended for individuals residing in the states of AZ, CA, CO, and IA. No offers may be made or accepted from any resident outside the specific states referenced.

Christian Lozano is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of AZ, CA, CO, and IA. As such, these services are strictly intended for individuals residing in the states referenced.

The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.

Lozano Financial Strategies and Insurance Solutions LLC is not owned or operated by NYLIFE Securities LLC or its affiliates.​

Neither Lozano Financial Strategies and Insurance Solutions LLC nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.​

For more information about NYLIFE Securities LLC and its investment professionals.

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TOP LOGO- COLOR
  • ABOUT
    • Meet Our Founder
    • Our Process
  • EXPERTISE
    • Business Owner Solutions
    • Personal Solutions
    • Medical Professional Solutions
    • Investment Management
  • RESOURCES
    • Calculators
  • CONTACT
    • Get in Touch
  • CLIENT LOGIN
    • New York Life
    • American Funds
    • Mainstay Funds
    • Wealthscape
    • eMoney

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