Trust, Integrity, Service
The Center For Estate & Financial Planning Inc. is an independent firm that offers a wide variety of financial products and services to help our clients achieve their personal retirement goals.
Our financial solutions include but are not limited to stocks, mutual funds, bonds, annuities, life insurance, mortgages, IRA's, pensions, 401K plans, 403b's, TSA, and other transferable accounts.
Our clients are pre-retirees, retirees, business owners, professionals, and just plain hard working people who desire to make the most of what they have accumulated in life.
The Center For Estate & Financial Planning Inc. is a full service firm. Over the past 35 years our firm has been built on just three principles: TRUST, INTEGRITY, and SERVICE. The company encompasses all financial growth, retirement, estate planning, and investments desires of our clients. We strive to help our clientele understand what risk they may be taking now, risk that they usually don’t understand. This can seriously affect their financial future and standard of living for the next 30 years. We realize that we don't all have the same needs or goals and that you're a unique individual with unique needs. Our clients may benefit from:
• Safe money strategies
• Reducing unnecessary taxation
• Creating personal pension plans that last throughout their lifetime
• Asset protection against unnecessary market volatility
• Wealth distribution
The Center For Estate & Financial Planning Inc. is committed to helping you pursue your long-term financial goals. As specialists in retirement planning and estate conservation, we can help you answer the questions you may have about your financial future, such as:
• Will I be able to retire early?
• How much money will I need in order to retire?
• How can I get the most out of my 401(k)?
• Should I have a traditional IRA or a ROTH IRA?
• Is it possible to reduce taxes?
• How can I "inflation-proof" my investment income?
• What do I need to know about wills, trusts and probate?
We offer financial products and services tailored to your individual needs. Our firm, The Center For Estate & Financial Planning Inc. serves many clients who have relied upon us for over 35 years! We are committed to you for the long term.
Our Firm and Mission.
ANNUITIES | LIFE INSURANCE | MUTUAL FUNDS | STOCK& BONDS | MORTGAGES | ROLL OVERS | STRATEGIES
7110 San Casa Drive | Englewood, FL 34224 | 941-828-0090
©COPYRIGHT 2014. THE CENTER FOR ESTATE & FINANCIAL PLANNING INC. UNAUTHORIZED DUPLICATION IS PROHIBITED.
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.