Trust, Integrity, Service
ANNUITIES | LIFE INSURANCE | MUTUAL FUNDS | STOCK& BONDS | MORTGAGES | ROLL OVERS | STRATEGIES
Click on the logos below for an explanation of each.
Some Credentials that Pete holds are:
• Certified Retirement Financial Advisor (CRFA)
• Insurance Consultant, Broker, Agent
• Life Time Member of the Million Dollar Round Table (L-Q MDRT)
• Investment Advisor Representative (IAR)
• Member of the National Ethics Bureau
Many hard-working, successful people have found that earning a living and getting ahead requires so much time and effort, they have little or no time to learn about retirement and financial planning. This is a complex process of accumulating and protecting their assets. It involves making decisions about the various components of their financial situation such as retirement, taxes, insurance, investments, mortgages and how they fit together. Pete Borowski, is the founder and President of The Center for Estate and Financial Planning, Inc.
Since 1976, Pete Borowski has been dedicated to helping clients accumulate, manage and preserve their assets. He achieves this through comprehensive financial planning based on quality investments and financial products, combined with exceptional knowledge and long-standing experience. His focus is on retirement planning, income planning, estate and business planning, pension rollovers, tax reduction strategies and investments and asset protection. “Successful people,” says Pete, “Have learned how to earn and accumulate money. I help them use little-known tax reduction strategies to legally enhance their net worth, keep more of what they earn and preserve that wealth for their heirs by keeping it in the family.” Many clients working with Pete use him as a source for guidance, in matters relating to a wide array of financial concerns.
Pete holds a bachelor’s degree from the University of Baltimore, Maryland. He served our country in the United States Army and successfully completed the Non-Commissions Officers Candidate’s School. He holds the following designations: Certified Retirement Financial Advisor and Investment Advisor Representative. In addition, he is a qualifying member of the Premier Association of Financial Professionals, The Million Dollar Round Table for 20 years - this achievement makes him a Life Time Member.
Since 1982, Pete has taught continuing education credit seminars for CPA’s, Attorneys and Accountants on financial planning and tax planning concepts since 1985. He has conducted more than 100 seminars on retirement issues and has appeared as a radio talk show financial expert.
Pete's Designations Explained:
CRFA – CERTIFIED RETIREMENT FINANCIAL ADVISOR
A CRFA is an accredited advisor who has successfully passed a competency exam covering retirement issues. Certified advisors are educated in the following:
• How to read tax returns
• Options available for reducing capital gains
• Understanding securities statements and portfolios to help educate
their clients as to their financial position
• Skills to educate their clients concerning insurance products used in
retirement and estate planning
7110 San Casa Drive | Englewood, FL 34224 | 941-828-0090
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Investment Advisory Services offered through Stephen Douglas, Investment Advisory, Inc a SEC Registered Investment Adviser. Stephen Douglas, Investment Advisory Inc. and The Center for Estate & Financial Planning Inc. are independent entities. The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Insurance products and services are offered through individually licensed and appointed agents in various jurisdictions. The Center for Estate & Financial Planning Inc. does not offer legal or tax advice.