Trust, Integrity, Service
Our Solutions and Services
We serve retirees /pre-retirees in all areas of financial management, including:
Retirement & Income Planning
• Making the most of your employer-sponsored retirement plans and IRA's.
• Determining how much you need to retire comfortably. Managing assets
before and during retirement.
• Making sure you don't pay a penny more than the law requires. Looking for ways to help reduce your current and future tax burden. Referring you & working with your qualified tax specialists.
• Reviewing your wills and trusts. Helping preserve your estate for your
intended heirs. Helping with beneficiary designations. Reducing exposure to estate taxes and probate costs. Coordinating with your tax and legal advisors.
• Reviewing existing insurance policies. Recommending policy changes when appropriate. As an independent firm we can find the best a more cost effective and appropriate policy value for you.
• Determining your asset allocation needs. Helping you understand your risk tolerance. Recommending the appropriate investment vehicles to help you reach and exceed your goals.
Our Team Approach
Our Independant company, The Center for Estate & Financial Planning Inc, is uniquely positioned to help you achieve your wealth management goals. We diligently serve our clients with uncompromising integrity while offering personalized service to develop valued, longstanding relationships. As independent advisors, there are few limitations or restrictions on the solutions that can be used to benefit you. Unlike most advisory firms that focus solely on financial planning related matters, our firm not only serves as your wealth advisor but also your investment manager. This comprehensive approach and seamless planning process will provide you with confidence, knowing that we have partnered with you to oversee your entire financial situation.
Your dedicated financial advisor specializes in a broad range of financial planning services and is your central point of contact. They will help you select an appropriate investment solution based on their in-depth understanding of your unique situation and review with you the investment process and results on an ongoing basis. Furthermore, they will make the necessary portfolio changes when your circumstances or objectives change. This breadth of knowledge and training combined with our dedication to personal attention provides you with an invaluable partner committed to your financial success.
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.