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Reviews, get directions and information for Roger Correa - Consultor Financeiro

Roger Correa - Consultor Financeiro

About

Trabalho com Planejamento Financeiro, Sucessório e Planejamento de Herança a 15 anos nos Estados Unidos, tendo como formação acadêmica, Economia pela PUC.

Description

Trabalho com Planejamento Financeiro, Sucessório e Planejamento de Herança a 15 anos nos Estados Unidos, tendo como formação acadêmica, Economia pela PUC.

Mission

Nossa missao é de educar financeiramente a comunidade Brasileira que hoje vive nos Estados Unidos e também aqueles que se encontram em fase de transição para cá, oferecendo soluções simples para problemas complexos.

As Leis Americanas são extremamente complexas e cada caso precisa ser avaliado de forma independente.

"A terra da Oportunidade" pode eventualmente se tornar um pesadelo, caso não planejemos de forma correta.

Por favor leiam minha " Long Description" para maiores informações.

Impressum

215 license - Life, Health and Variable annutiy license.
Series 7 license - General Securities license.
Series 6 License - Variable License.
Series 63 license - me permite oferecer investimentos em todos os Estados que eu tiver licensa.
LUTCF - Life Underwriting Training Council Fellow pelo American College. Certificacao com 3 anos de duracao ate a graduacao.

Products

Life insurance in generall, Term de 5 a 30 anos, Universal, Variavel, Whole Life
Mutual Funds,
Unit investiment Trusts.
Asset Allocation funds,
Sector funds,
Public traded stocks.
Individual Retirement accounts, IRA's, Roth IRA's
Education Planning, 529 plans, coverdell Education Savings accounts.
Annuities,
Disability and Long term care,
Executive benefits.
Bonus plans
Deferred Compensation plans
Split-Dollar plans
Business Continuation programs
Key person insurance
Buy and Sell Agreement.
Sucession Planning
Business Overhead
Disability Buyout
Health Insurance.

Address: port royale boulevard, Fort Lauderdale 33308
Phone: (954) 952-4648
Email: rb.moc.aerrocregor@regor
State: FL
City: Fort Lauderdale
Street Number: port royale boulevard
Zip Code: 33308
categories: estate planning service, insurance broker, financial service


Opening Hours

Monday: 09:00 - 17:00
Tuesday: 09:00 - 17:00
Wednesday: 09:00 - 17:00
Thursday: 09:00 - 17:00
Friday: 09:00 - 17:00
Saturday: 09:00 - 17:00

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