By the time they reach retirement, most seniors have built a retirement fund that they hope will see them through retirement and allow them to relax and enjoy their lives. Most also intend to leave behind an estate that will provide for a surviving spouse and perhaps provide a legacy for children, grandchildren or other heirs. CLA USA financial services can help seniors reach those goals through a combination of conservative financial planning and wealth preservation strategies.
Founded in 1984, CLA has focused its business on working with the senior market since the very beginning. The company’s philosophy calls for conservative financial planning that helps seniors preserve assets for retirement and pass as much as possible on to their heirs. They accomplish this through a variety of financial products and tools that help seniors and retirees position their assets advantageously, minimize taxes on retirement benefits and wealth transfer, and maximize the percentage of your estate that is passed on to the next generation. These are just a few of the ways that CLA USA works with seniors to plan for the future.
CLA USA agents work with you to determine the best plan for you. Your retirement planning should take all of your assets and obligations into account. Unlike so-called “financial planning consultants” that ask you to trust them while they sell you high-profit financial products, CLA USA agents help you choose financial services that fit your needs and wishes.
CLA USA financial services agents have a proven track record. Since 1984, CLA has helped thousands of seniors secure a comfortable future and protect their families from expenses arising from unexpected illnesses and other misfortunes. Those years of experience provide valuable insights that combine with ongoing expertise and current knowledge to offer the best possible combination of experience and knowledge for all seniors.
CLA USA offers a range of conservative financial products to best suit the needs of seniors interested in maximizing their income from investments without endangering the nest egg they have accumulated over the years. From insurance-based annuities to long-term care insurance, CLA USA financial services are focused on wealth preservation and asset protection.
CLA USA deals with complaints and problems efficiently and effectively. In an industry that is notorious for complaints and charges of fraud, CLA USA is proud to hold an A+ rating with the Better Business Bureau in its home region and nearly every other region in which it conducts business. BBB’s high rating is based on the low number of complaints brought against the company and upon the company’s track record of settling all complaints promptly.
Whether your biggest concern is income for retirement or the need to preserve your assets for the next generation, CLA USA financial services should be a part of your long-term financial plan. For more information about CLA USA services, contact a CLA representative or agent in your area.
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