CRFA

A Certified Financial Advisor is a licensed professional that provides customers with advise on investments, retirement planning and insurance.

Why use a Certified Retirement Financial Advisor?

Financial Advisors are specialists in managing and providing advice on the financial issues to retirees such as:

reduction or elimination of tax on social security income
portfolio construction to assure a consistent retirement income
review and implementation of adequate insurance including home, car, life and health
proper asset harvesting to provide the maximum after-tax income to retirees
establishing proper beneficiary designations on retirement accounts
review of estate plan to assure orderly management for the family in events of illness, disability or death