investment adviser
In addition to financial services for high net worth individuals, executives, widows, and retirees. As a independent adviser I can provide financial advisory services for your firm's or practice's retirement account, including 401(k) accounts, profit sharing trusts, and SEP accounts. In addition, we also offer financial and estate planning that includes traditional & non-traditional family arrangements.
Keywords: investment management, advisor, 401(k), planners, fiduciary, retirement, safe harbor, insurance, estate planning, portfolio manager
Interview Q&A
How long have you been in business?
20+ years.
What is your primary product or service?
Wealth management. - Main purpose is to give business owners and affluent individuals the best benefit plans & asset management possible. We focus on creating tax-efficient planning solutions. Our experience has taught us that one size does not fit all. Every small business owner has a unique set of priorities and needs. We create a customized and comprehensive plan for each of our clients. By developing innovative programs that fully comply with the tax code, we create tools to help them become more successful.
How did you first become interested in your line of business? (if owner) - What is your background? (If owner or store manager)
By listening to other's concerns about the economy & their uncertainty about it.
How do you differentiate yourself from other businesses in your category and area?
We champion the principles of the financial planning process. Although traditional planning is an important stepping stone, comprehensive planning goes much further. Our program designs render significant benefits such as long-term care, medical expense in retirement funding, and risk management from critical illnesses (i.e., stroke, heart attack, cancer, and permanent life insurance benefits). �It takes less courage to criticize the decisions of others than to stand by your own.� Our fiduciary standard places our client�s needs above all others.
How many locations do you have and do you have plans to expand?
We currently have an office in Florida.
Provide detailed directions to your location
Consultations by appointment only. Please call 786-222-9174.
Which areas do you service?
Southeast, Southwest & Central Florida.
What are your hours of operation?
9-5pm Mon/Fri
What is the best compliment anyone can give you?
A referral.
What is your favorite quote or Bible verse?
"May the Lord direct your hearts into God's love and Christ's perserverance." -- 2 Thes 3:5
Contact Carlos Contreras, ChFC�:
