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Showing posts from September, 2018

Customized Financial Strategies

At Senior Financial Services we help our clients by designing a customized financial strategy that often combines more than one product. Each part of the strategy will often dovetail with the others to produce a comprehensive plan addressing asset protection and growth, income that meets or exceeds the client’s needs, efficient tax strategies as well as efficient methods of passing assets to your heirs. Contact Fred Orentlich at 800-679-2858

Frederick M. Orentlich || What place do annuities have in a modern portfolio

Frederick M. Orentlich also famous as Fred Orentlich is a one of the best finance professional. Contact him for any kind of finance relates service like health insurance; invest in best life insurance plan to get tax free profit.   In today’s discussion about annuities and their place in one’s portfolio I would first like to focus on the typical concerns and priorities my clients express to me regarding their financial positioning in relationship to their retirement and other financial needs and goals.  First, in framing this discussion, it is important to note that my typical client is of a more mature nature and is either planning for retirement or already in retirement, thus their priorities tend to be more conservative than their younger counterparts. More specifically, my clients are usually over the age of 55 and have been savings toward their retirement for at least 15 to 20 years. A good number of clients express the need to re-allocate their portfol...

Frederick Orentlich – Founder and President of Senior Financial Services Inc

Frederick Orentlich also famous as Fred Orentlich is a one of the best finance professional. Contact him for any kind of finance relates service like health insurance; invest in best life insurance plan to get tax free profit.  Bio: I am currently licensed in over 10 states as an Independent Broker to transact, market, and consult on various products including Annuities, encompassing Fixed Annuities, Equity Indexed Annuities and Multi Year Guarantee Annuities, as well as Life Insurance, Modified Endowment Contracts, Long Term Care Insurance, Disability Insurance and Medicare Supplements. I have trained and advised over 100 other financial professionals in the above areas. I am the president and founder of Senior Financial Services Inc. and a member of the Asset Protectors and Advisors group. I have received multiple awards over the years from several Insurance and Financial Services companies as well as the State of Massachusetts presented by the Governor of Massach...