Possessing over a century of experience, the staff at Clear Solution for Seniors assists with retirement planning by offering guidance in tax reductions, income for life, free legacies, and guaranteed annuities. The recipient of an A+ rating from the Better Business Bureau, the firm also employs professionals skilled in wealth transfer, income planning, and index annuities.
During an appointment with Clear Solutions for Seniors, clients learn how to maximize their investment portfolios. Coordinating with tax and legal advisors, the company aids with estate planning by analyzing wills and trusts and reviewing beneficiary designations. The wealth transfer strategies provided by the group can lessen estate and income taxes, as well as probate fees. Additionally, the staff evaluates insurance policies and makes recommendations on improving them. To learn more, visit www.clearsolutionsforseniors.com.
About the Author: A Certified Retirement Financial Advisor (CRFA), Darcy Bergen has worked as a Management Consultant, Financial Advisor and Radio and Television Host throughout his career. Since 2003, Bergen has served as President of Clear Solutions for Seniors.