Asset Retention Insurance Services - Laguna Hills, California

Karen Yu

I've been a client of Troy for about 15 years. He is very knowledgeable and helpful. He guided me in planning my long term fixed income. It has worked out exactly as he has described and provides me the income stability to feel secure.

Didi Rayman

If you are looking for an outstanding retirement planner to take care of your hard earned money and protect your financial future look no further! Troy Bender is your guy and he is excellent at what he does. Not only will he help you manage your assets and preserve and grow them for the future, but he will do so with care and love and make you feel you are a part of his family!

I have known Troy and Po Bender and their team for over 13+ years. My husband (a physician) and I have been lucky enough to find Troy and have him help us tremendously with managing some of our financial assets over the years. We have always been so impressed by his thoughtful, intelligent care he takes of our money and us. He has grown to be not only our financial expert, but also our friend. I have seen him and his team take amazing care of us and many other of his clients and he has gone above and beyond whenever we have had a question or a problem or a need. He not only guides us and the rest of his clients to make safe, intelligent financial decisions but he also makes sure he shows us his appreciation and care through so many amazing little (and not so little) things he does, like having pie and wine for us at Thanksgiving, and putting some amazing events every year to show his appreciation of us... He really goes that extra mile to make us feel special and as a part of his family!...

At the end of the day, there are so many people out there that may do a good job managing your assets. But for me and my family we know that beyond having our money safely positioned and growing for our retirement, we feel that it comes down to outstanding customer service and care and the little things that make Troy stand apart. As all our lives are so busy it is hard to keep track of every single little thing on a daily basis, and that is why it is so important for us to build a strong team of people and support around us. We feel we have found that with Troy and Asset Retention's team. We strongly recommend to all our friends, and anyone else out there looking for financial guidance in their retirement, to call Troy and his team! You won't be disappointed!

Jan Stolzenburg

In 2009 Troy "inherited" my account, when a previous financial advisor retired. Troy has been extremely helpful to steer my financial stability over all these years. Together with his very competent staff I felt completely safe. He told me at our first meeting that I would never loose a penny of my investments. He has been correct and I am very thankful for that. Over the years he was able to change my various investments into Lifetime Income Benefits (LIBR). This gives me the the assurance that I am receiving the same amount on all of my investments on a yearly basis. That is very important since I am retired and know exactly the return on my investments.
In 2012 I remarried after my first wife's death in 2006. Kathy became a client of Troy's as well and she is receiving the same Lifetime Income Benefits on her investments.
We both feel secure in the hands of Troy and his staff.

Steven Sowers

My wife and I highly recommend Troy and his team of professionals. My wife and I have been investing and growing our retirement nest egg with Troy for some 10 years without a fee or dollar loss - ever. We have life insurance and a complete array of growing annuities with Troy. His service is stellar. He takes care of us like we are his own. He has generously provided us quality dinners, pie, wine, seminars, a cooking class (we missed the cruise!). He is the real deal - a most knowledgeable and reasonable financial advisor skilled in stock market, banking, credit, insurance, wealth management, financial planning, investments, the economy, real estate, trusts, estates, death, wills, taxes. The older you get the more you need Troy! Get an appointment and get the best.
Steven & Pamela Sowers, Orange County, CA

Emily K

Troy invited us to his dinner presentation. I confirmed the reservation the day before for 2, and was told yes, we are confirmed. I went to the presentation, and at the door was told since I didn't return his call today when I was at work, we could not go to the presentation even though yesterday I was confirmed. I feel this is unprofessional, and if a financial planner can not keep their commitments, how could he handle our investments?

Sam H.

Asset Retention and Troy Bender have truly given me "Peace of Mind". I use to worry when the next stock market drop would occur. I remember vividly my husband and I losing money in 2008 and we can't let that happen again with the money we really need now that we are retired. Troy Bender helped us to rest easy, which was so incredibly important to us. Now we can focus on our grandchildren and know that we're never going to outlive our money or have to rely on our children! A big THANK YOU to Troy and the Asset Retention team!

Andrew Guida (SoCal Digital Marketing)

I have been working with Troy Bender and the team at Asset Retention Insurance Services and they have been a pleasure. The team is knowledgeable and understands how to set up a retirement plan. As a small business owner I needed help setting up a financial strategy. I will recommend Asset Retention to my friends and family for their retirement planning as well.