About Us

For nearly 38 years, Magbitang Financial & Insurance Solutions has provided Dentists, Physicians, Specialists, and Business Owners with comprehensive financial planning.
Julius "Joel" M. Magbitang CFP, LUTCF, the firm's financial adviser, assists clients in achieving both their personal and business financial goals.
Personal financial services include family protection, estate planning, philanthropy, wealth management & retirement planning, investment management, disability & extended care needs and 401(k) & IRA rollovers.
Business financial services include succession & exit planning, executive & employee benefits, key person insurance, funding buy-sell agreements, funding deferred compensation.