Economics & Family Home of the Financial X-Ray
Economics & Family Home of the Financial X-Ray
Book Appointment

Our Services Focus On
These Three Areas:

GROWTH

Prepare for retirement by putting your hard-earned assets to work.

RETIREMENT INCOME STRATEGIES

ANNUITIES

IRA/401(K) ROLLOVERS

RESIDENTIAL & COMMERCIAL LOANS

PRESERVATION

Protect the assets that can help you live the life you’ve always imagined.

ASSET PROTECTION STRATEGIES

LIFE INSURANCE

TAX-EFFICIENT STRATEGIES

LONG-TERM CARE STRATEGIES

TAX PLANNING

GIVING

Provide for the people and for the causes you care about the most.

IRA LEGACY PLANNING

PROBATE

TRUSTS

CHARITABLE GIVING

ESTATE PLANNING

If you care about your retirement dreams, you need us.
BOOK APPOINTMENT

Have a question? Call or text us.

We Help You:

GET INFORMED

Learn the financial information you need to make smart financial decisions.

KEEP MORE EARNINGS

Find out how to maximize — and preserve – your hard-earned money.

BUILD A LEGACY

Discover the strategies and tools to thrive financially today... and tomorrow.

BOOK APPOINTMENT

Discover how the Financial X-Ray® Process has helped families like yours.

Watch Video
Photo of Nick Yekani
Photo of Tom Serrano

“We’ve found a new financial freedom with Economics and Family. Nick and his team have made a huge impact on our lives.”

TOM SERRANO
BOOK APPOINTMENT

Contact Us Today

Please fill out the form below to get in touch with us.
Fields marked with an * are required

Economics & Family Home of the Financial X-Ray

CA Insurance # 0635825
Firm License # 0K36793

CONNECT

Phone: 800-220-9609
Fax: 866-681-8864

Facebook-f Linkedin-in Youtube

WOODLAND HILLS

6300 Canoga Ave. Suite 1100

Woodland Hills, CA 91367

WESTWOOD

Oppenheimer Tower
10880 Wilshire Blvd. Ste 1101
Westwood, CA 90024

IRVINE

17875 Von Karman Ave.
Irvine, CA 92614

We are an independent financial services firm helping individuals create retirement strategies using a variety of insurance products to custom suit their needs and objectives. Nick Yekani | CA Insurance # 0635825 Firm License # 0K36793

None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. products may be subject to fees, surrender charges and holding periods which vary by insurance company.

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.