Are you prepared for the future? Will your family benefit from all your years of hard work, investing and saving? CLA USA, a financial services company that specializes in seniors’ estate planning, believes that you deserve the peace of mind of knowing that you and your family will benefit from all the years you’ve put into building your nest egg and estate. For over 20 years, CLA has been helping seniors build, preserve and protect their assets so that they and their heirs will receive the maximum benefit from them.
CLA USA is headquartered in Frisco, Texas, where the company is proud to hold an A+ rating with the local Better Business Bureau. It operates throughout the country with agents in many cities in nearly every state, and notes that the A+ rating enjoyed by its headquarters is echoed in local BBB’s throughout the country. That’s because the mission of CLA USA remains the same, no matter where each individual agent operates – to provide seniors with peace of mind from generation to generation.
CLA USA agents believe that estate planning and retirement planning go hand in hand, and that conservative financial planning is the key element for retirement planning for seniors. Reducing risk and maximizing benefit is not just important for retirees, it’s essential. Losses close to retirement or during retirement years can have a devastating effect on your standard of life, so strategies that are appropriate for individuals in their 30s and 40s can be far too risky for those who have reached retirement age.
That’s why CLA USA agents specialize in the kind of conservative financial planning products that are most appropriate and secure for retirees. The products offered by CLA USA are aimed at protecting and positioning assets to provide maximum income at minimum risk, and protect assets that seniors intend to pass on to the next generation.
CLA USA helps seniors find secure, stable investments and protect their estates from taxes and other factors that can shrink the assets they had planned to pass on to the next generation. Their agents provide financial planning tools that help ensure a comfortable retirement that doesn’t unduly deplete the principal of their investments and retirement accounts.
CLA USA financial services may include strategic IRA planning and positioning, legacy IRA, IRA ROTH conversions, strategies for reducing taxes on Social Security, federal estate tax planning, planning for catastrophic illnesses and long term care insurance, surviving spouse benefits, wealth and estate preservation and income-generating investments with market-indexed returns. Because every individual situation is different, CLA USA agents always advise clients to discuss their plans fully with their own tax attorneys and accountants.
After a lifetime of hard work and planning, you deserve the peace of mind of knowing that you and your family will be financially protected throughout your life and beyond. For more information about financial planning services and seniors’ estate planning, contact a CLA USA agent in your city or region.