Enjoy the Dream of Retirement

INCOME

We work together with our clients to help create a strategy
that fits your goals, values and lifestyle.

Welcome To

M.E. Waiters Financial & Insurance Services

M.E. Waiters Financial & Insurance Services is an independent insurance agency located in Santa Ana, California. My name is Michael Waiters and I serve as the head agent of the company, working to ensure each of my clients has the services they need to live happy and healthy lives.

My experience spans more than 25 years. I began my career with New York Life™ where I received basic training. I chose to become an independent agent in order to provide a more personalized service for my clients and to with other independent agents, including estate attorneys, financial planners, and CPAs.

M.E. Waiters Financial & Insurance Services

Retirement Roadmap Process.

Financial Services

Our financial planning process is a thorough, yet simple way for you to take the first step toward reaching your financial goals.

Retirement Planning

We are M.E. Waiters Financial & Insurance Services professionals. We take the time to get to know each of our clients.

Insurance Services

Some retirees underestimate the impact a big market loss may have on the future of their income.

M.E. WAITERS FINANCIAL & INSURANCE SERVICES IS HERE TO HELP YOU MANAGE YOUR FINANCES SO YOU CAN PURSUE YOUR ULTIMATE GOALS.

Ready To Take

THE NEXT STEP?

For more information about any of our products and services, schedule a meeting today.

Or give us a call at (714) 541-9131

To help you better understand your financial needs or assess your current retirement strategies, we post a Weekly Newsletter, IRA Blog, Weekly Market Commentary and a Monthly Market Review. We hope you find these retirement and financial blogs helpful. Click Here if you would like to schedule a complimentary review of your current financial situation.

If you knew you had guaranteed income for life as part of your overall retirement plan
What would you do?