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 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 Massachusetts.

My area of focus is on senior financial matters, including, asset growth and protection.
I have personally serviced over one thousand clients and my independent brokerage has serviced well over ten thousand clients procured thru the financial professionals that work or have worked with or for my agency.


Life Insurance – So much more than a death benefit

Life Insurance is a cutting edge solution for most individuals or businesses. It offers many benefits that are not offered with traditional plans. Which plan is the right plan for you? Let’s compare traditional retirement plans with Life Insurance.

Solutions

It can plainly be seen that traditional plans may not be the best solution for your company or employee’s retirement needs. For businesses, the benefits for Life Insurance far outweigh the benefits for the traditional plans.
If you are interested in offering Life Insurance for your employees or just yourself, please contact us. We appreciate your interest and look forward to working with your company.

Save on Taxes

We understand that every cent in your retirement account is precious and we have ways to maximize your return while keeping your tax liability to an absolute minimum.

The Question

Who do you think pays more in taxes?
  • The informed or
  • The uninformed

The Answer

Of course, the uninformed pays more in taxes.
It is simply because the informed know how to use every opportunity, given to us by the IRS, to save money on taxes.
If you are interested in becoming INFORMED, be sure to talk with us for a complete explanation. For information on how this great concept can benefit you, contact us.

For More Services relates information available on its personal website.

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