Insurance Services

Helping You Protect Your Income and Your Family

Rivetti Financial is not captive to any single insurance company. This allows us to provide the most appropriate insurance solutions for every situation in order to help physicians and dentists protect their families and assets while limiting expenses and risk.

We take pride in educating our clients so they may confidently make the right decision for their needs and goals. Our advisers are consistently at the forefront of industry changes to ensure that efficient solutions and planning concepts are delivered to our clients.

Rivetti Financial provides insurance solutions for physicians and dentists who seek to protect and transfer their wealth with the least amount of expense, taxation and risk. Our collaborative approach when working with our client’s other advisers, allows us to take a comprehensive approach to planning.

Disability Insurance

Specialty Specific & Own Occupation
No Medical Evaluation*
Permanent Discounts*
Partial Disability Protection
COLA Inflation Rider

*No medical evaluation and discounts may only be available at select teaching hospitals. Contact us to find out if you are eligible.

Life Insurance

Term Insurance
Term Conversions
Permanent Coverage
Guaranteed Rates

Contact

 818-878-7800

5737 Kanan Road, #730

Agoura Hills, CA 91301

CA Insurance License #0J08575

Blog Posts

Investment advisory and financial planning services are offered through Investment Adviser Representatives of Rivetti Investment Services, LLC, a Registered Investment Adviser. The information on this website pertaining to insurance products, investment advisory services, and/or financial planning services is intended only for distribution or use in states or jurisdictions where our companies, their products, and/or representatives are licensed, registered, approved, or excluded or exempted from registration requirements.