We want our clients to sleep at night
Ashburn, VA (PRWEB) April 6, 2011
Winning Financial Strategies for Seniors (http://www.winstratseniors.com ), of Ashburn, Virginia recently published a Free Report (download the report here) and created a website designed to educate potential clients of the various ways they can discover additional income in their existing portfolios. This report also outlines ways to assure that assets are at minimal risk, and provides ideas that show how clients can know that their heirs receive maximum inheritance.
Winning Financial Strategies is keenly aware of the concerns that many have about their retirement future, so take extra care is taken to only propose solutions that minimize risk.
With the increasing uncertainty of the economic outlook, more and more people are suffering financial setbacks and have greater concerns about their ability to have a satisfactory retirement. Winning Financial Strategies for Seniors addresses these concerns by consulting with potential clients to assist them in evaluating their portfolios, with the objective of finding solutions that will allow them to maximize income safely. At the same time, their wishes regarding charitable contributions, funding education for grandchildren, long term care, and minimizing taxes form a key part of the evaluation. After an initial evaluation, one or more alternative solutions are presented for consideration.
Winning Financial Strategies for Seniors specializes in working with annuities and life insurance, either singly or in combination, to enhance clients’ financial situations and retirement prospects safely. As such, only the top rated companies in the industry are solicited for proposals. Clients are always advised on how to so their own research so that they are comfortable with the decisions they make. In short, Winning Financial Strategies takes care to insure that the client's interests are held paramount.
The Free Report that has been published focuses on a few of the most popular strategies and is available at http://www.winstratseniors.com. For those who leave their contact information, questions will be answered and ongoing information, updates, and news which will be of interest to those who are at, or approaching retirement will be provided.
Some of the topics included in the report are:
- Finding hidden income in existing portfolios
- Asset protection
- Getting paid to give money away
- Providing for heirs
- Minimizing risk
The owner, Tony Gallardo, has a BS from the University of Tennessee and an MBA from American University. In his 40 years business experience he was an executive in a publicly traded company, and has owned businesses in real estate development and financial services.
Based in Ashburn, Virginia, Winning Financial Strategies welcome all inquiries.