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01 / FINANCIAL PLANNINGSkip to content ↓
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Our Services · Financial Planning

Financial Planning

Professional Financial Services

No one knows what the future holds, but Boris Barats & Associates, Inc. can help make sure that you're financially prepared for even the worst of scenarios. Our fully-licensed team provides a wide variety of financial services from our office in Studio City.

Retirement planning

Whether your retirement is just around the corner or decades away, we can help you with retirement planning, IRA and 401(k) setup and rollovers, Revocable Living Trusts, and investments.

Planning for your family

The last thing you'd want to do is to leave your family with a mountain of debt. We'll help you keep your finances in check so your family won't have to worry about paying the bills if something happens to you.

It's never too early to start planning. Contact Boris Barats & Associates, Inc. for an appointment to discuss your financial future and the future of your loved ones.
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Questions about financial planning? Let’s talk.