Tag Archives: investment planners

Financial Services for Seniors

Seniors in general don’t pay enough attention to estate planning, in large part because the typical retiree or about-to-be retiree doesn’t really understand the importance of asset protection and estate preservation. That’s why the senior financial planning services offered by … Continue reading

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Protect Your Assets with CLA Financial Services

When you’ve worked hard all of your life to build up a nest egg for your retirement, the last thing you want is for it to disappear because of an illness or a need for long-term care. Without careful planning … Continue reading

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CLA USA Financial Services Provide Peace of Mind

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 … Continue reading

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CLA USA Helps Seniors with Seniors Estate Planning

For seniors, estate planning is a subject that can raise a lot of uncomfortable feelings. CLA USA agents understand those feelings, but also understand how important planning can be for both the individual and the individual’s family. A well-planned estate … Continue reading

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Estate Planning with CLA USA Helps Seniors Secure the Future

A recent MSN Money article discussed the five biggest threats to retirement dreams. Not to surprisingly, considering the source of the article, four of the five involve money – having enough money, planning money wisely and the lack of seniors … Continue reading

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Five Reasons to Call CLA USA About Estate Planning

Have you thought about what will happen to your house, bank accounts and other assets when you die? If you’re like most people, you may have thought about it vaguely. You may even have written a will to designate heirs … Continue reading

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Let CLA USA Help You Plan for the Future

Today’s uncertain financial markets have hit everyone hard, but they’ve taken an especially severe toll on seniors and those approaching retirement. Retirees who built retirement funds over the course of their working lives have watched those funds shrink drastically, leaving … Continue reading

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