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

Fred Orentlich: The Complete Solution for Your Finances


Unlike the weather, upcoming distresses and circumstances cannot be predicted. Nobody can exactly be sure of a stock market crash, rise in the value of money, any financial crash, or health issues. Though no one can see them approaching, everyone can prepare for them beforehand. The first step towards it is seeking a professional financial professional who can work with you to secure your finances for a secured tomorrow. 

 With an experience of more than thirty years, Fred Orentlich is a professional financial advisor. He is the founder and president of Senior Financial Services Inc., an independent Insurance Selection Agency, and also a member of Asset Protectors and Advisors Group. 

Fredrick is an independent financial professional authorized in more than 10 states to serve on several financial products including Annuities, Equity Indexed Annuities, Multi-Year Guaranteed Annuities, and Encompassing Fixed Annuities. He also serves in Life Insurance, Long Term Care Insurance, Health Insurance, Disability Insurance, Medicare Supplements, and Modified Endowment Contracts.

Along with personally serving over one thousand employees, he has trained and advised more than a hundred other financial professionals also. Adding to this, his company Senior Financial Services inc., has served several thousands of clients.

He focuses on senior financial matters and looks forward to protecting the assets of his clients, maximizing their estate and their retirement income, that too, without any risk of the stock market. Also, he aims in providing funding for the nursing home, tax-free retirement plans, and planning funds for college.

His firm holds a viewpoint of merging services of legal and financial professionals to serve their clients with advanced strategies and products as per their needs. Some of these financial professionals are attorneys who specialize in taxation, estate planning, C.F.P.’s, C.P.A.’s, and L.U.T.C’s. Among these institutions, one name is of Believeau Law Group, LLC, who is a member of Massachusetts Chapter of National Association of Elder Care Attorneys.

 His services towards his clients grabbed him many awards from different companies offering Insurance and Financial Services. Other than this, he was also honored by Governor of Massachusetts at the State House of Massachusetts for the treatment towards his employees, this also includes hiring people with disabilities. 

Working for more three decades, Fred Orentlich has gained expertise in managing finances and an understanding of its importance. This is exactly how he can consult his every client with several financial products and prepare them for any unexpected event. 

Comments

Popular posts from this blog

Customized Financial Strategies

The High Costs of Nursing Homes: Why Care Is Becoming Unaffordable for Many and Some Solutions Part 3