Choose CLA USA Financial Services for Conservative Financial Planning

CLAUSA, a financial services company, focuses on conservative financial planning strategies that help seniors preserve their wealth and avoid costs that can eat away at retirement savings. The no-risk instruments offered by CLAUSAfinancial services are more appropriate for retirees and seniors, who should now be focused more on preserving the nest egg they’ve built than on building wealth for retirement and beyond.

Planning with Conservative Financial Strategies

Everyone understands that the higher the risk in a financial investment, the higher is the potential return. Riskier financial investments are fine when you’re a few decades out from your retirement, but as you approach retirement age, your focus should shift from riskier wealth-building strategies to lower-risk strategies that protect your assets from the many risks that can wear away at your retirement nest egg. CLA USA financial services include many different types of tools and instruments that can help you protect your assets from taxes, medical expenses and other expenditures that can drain your retirement account far faster than you expected.

Unlike many other “financial planners,” CLAUSAdoesn’t push seniors into purchasing specific financial products.  Instead, CLAUSAconsultants are trained to present a range of possible asset preservation and senior estate planning strategies, as well as, providing clients with the tools to help them organize their affairs and make plans based on the clients’ best interests. In fact, CLAUSAconsultants will happily work with a client’s tax attorney and accountants to craft the best plan for each individual client.

Why Choose CLAUSAFinancial Services?

With the recent turmoil in the financial services and banking industries, many people are a bit gun-shy about trusting companies with their investments and savings. CLAUSAhas been in business for well over a decade and is highly regarded in the area of senior estate planning. The company is proud to hold an A+ rating with its local Better Business Bureau and to be an accredited business and rated highly by the BBB in every other market in which CLA USA financial services does business.

Every CLA USA financial services agent is trained to explain financial services and tools in easy-to-understand language and to assist seniors with their estate planning questions. Whether you’re concerned with protecting your assets for your own use as you grow older or are looking for ways to reposition your assets to avoid paying unacceptable estate taxes and penalties, a CLA USA financial services consultant can help you understand the options available and work with you to plan for your retirement and beyond.

Advertisements

About clausamedia

Charles Loper & Associates, USA, was founded by Charles A. Loper, Jr. and has been in the business of preserving people's assets since 1984. All of CLAUSA's insurance representatives have specialized knowledge in assisting our clients with issues that are of particular interest to the retired and elderly. CLAUSA agents and staff members are trained to assist our clients in preserving their assets. In addition to working with our clients' estate attorneys, CLAUSA works with other professionals such as CPA's to assist our clients with tax planning. CLA has operations in Alabama, Arizona, Arkansas, Colorado, Delaware, Florida, Georgia, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maryland, Michigan, Minnesota, Mississippi, Missouri, Nebraska, Nevada, New Jersey, New Mexico, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, South Dakota, Tennessee, Texas, Utah, Virginia, West Virginia, Wisconsin, Washington, and plans for several more offices throughout the country. It is the purpose of CLA Companies and staff to help our clients preserve their assets and pass as much as possible to your heirs.
This entry was posted in Uncategorized and tagged , . Bookmark the permalink.

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out /  Change )

Google photo

You are commenting using your Google account. Log Out /  Change )

Twitter picture

You are commenting using your Twitter account. Log Out /  Change )

Facebook photo

You are commenting using your Facebook account. Log Out /  Change )

Connecting to %s