Planning for the Future with CLA USA Financial Services

As older adults approach and pass retirement age, many consider estate planning and wealth preservation from a senior’s estate planning viewpoint – often for the first time. Those who have made moderately successful investments to see them through retirement often realize that the strategies they’ve used to build a retirement nest egg are not always suited to preserving that nest egg and ensuring that it will be there for all of their needs. CLA USA financial services, a company based in Frisco, Texas, has based their entire business on providing the types of financial products and services that fit the more conservative financial planning strategies that can help seniors deal with the financial realities and protect their estates from erosion caused by various factors.

CLA USA offers several different kinds of insurance products specifically designed to help older adults safeguard their finances and position their assets in a way that is most advantageous for them. Unlike some other companies who claim to “assist seniors”, CLA USA agents do not sell “living trusts” or push seniors into expensive products that offer few benefits for them. Instead, CLA agents provide information about the various financial and insurance products they offer, answer questions and advice consumers to always check with their own lawyers and tax professionals before making any decisions.

Every CLA USA representative is a professional insurance agent licensed under the laws of his or her home state. In addition, the company provides firm guidance on ethical considerations and practices they must follow when dealing with CLA USA’s chosen audience – senior adults who wish to preserve their assets and ensure that their needs are met throughout their lives. Because of the company’s strict adherence to these ethical standards, there have been remarkably few CLA USA complaints over the years the company has been in business.

In fact, the Better Business Bureau in CLA’s home region has given the company an A+ rating for years. This high rating is based on the low number of complaints filed against the company and on CLA USA’s commitment to resolving every single complaint positively. Accordingly, the BBB notes that every single CLA USA complaint has been closed with a satisfactory outcome or closed administratively after BBB investigated. In an industry rife with those who take advantage of seniors, that’s an impressive record.

If you’ve reached retirement age and are considering ways to preserve your wealth and ensure that your nest egg provides for all of your needs in the future, CLA USA financial services and products could be instrumental in reaching your goal. Learn more from a CLA USA representative in your area.

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: Logo

You are commenting using your 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