Tax Free Premiums

Tax Free Premiums

Tax Free Premiums offers an affordable, convenient service that can help you avoid costly penalties. Our team of experts is experienced in creating section 125 POP plan documents that will always be compliant. With only a few minutes of your time, you can have your document ready to print.Our mission is to make it easier for businesses to manage their benefit plans and remain compliant. We strive to provide our customers with the best possible experience and customer service. Tax Free Premiums strives to be the go-to source for all of your section 125 needs.

Chi Luu - First Financial Security

- Retirement planning       - Tax-Free Retirement Account     - Life Insurance w/ Living Benefits - Premium Finance to Achieve Wealth, Preservation & Supplemental Retirement Income - Protecting your 401K / IRA from Stock Market Risk - Annuities - College Planning - Guarantee Issue - College Planning - Transferring Wealth with Tax Advantage - Tax-Advantages for Business Owner & Retirement Planning - Career Opportunity - Special Final Expenses Program for Seniors from age 70-85 - We Offer Free Quotes/ and Refer Bonuses

Kelly Financial Services

Kelly Financial Services provides comprehensive financial advice and services to help individuals achieve their retirement goals. Our mission is to provide tailor-made solutions and support to meet the individual needs of our clients. We offer Roth IRA Transfers and Roth IRS Conversions to assist with retirement planning. We also provide a variety of other services such as Customized Financial Analysis, Estate Services, Financial Planning, Financial Seminars, Financial Services, IRA Solutions, IRA Solutions for Retirement Planning, Life Insurance, Lifetime Income, Lifetime Income Planning for Retirement, Long-Term Care, Making Your IRA Tax Free in Retirement, Retirement Services, Social Security Maximization, Wealth Transfer and Retirement Planning. Our experienced team of professionals have the knowledge and expertise to provide the highest quality of service to ensure that our clients' financial objectives are met. With our commitment to service and customer satisfaction, we strive to exceed expectations each and every time. Contact us today to find out how we can help.

Independent Financial Planner

Independent Financial Planner offers a wide range of services to help individuals and businesses plan for their financial future. We provide unbiased investment advice, financial education, retirement plans, portfolio management, college planning, annuities, life insurance, long term care insurance, tax free investments and more. Our team of experienced professionals are dedicated to providing clients with the best advice possible – no minimums, no selling, no pressure – always with the client’s needs in mind first. We offer a full range of services, complete choice and access to a variety of investment options including stocks, bonds, mutual funds, exchange traded funds, CDs and real estate investment trusts. Additionally, we work with our clients to develop budgets and cash management strategies tailored to their individual needs. We take pride in the quality of our services, and aim to ensure that your needs are met quickly and efficiently. Our experienced team of professionals is here for you, so don't hesitate to get in touch today.

The Office of Terrie Bui - Financial Planning, Tax and Insurance

Tax Services: 1. Filing tax returns, 2. Tax strategies (individual and business) Financial Planning and Insurances Services: 1.Tax-Reduction Planning (personal and business) 2.401(k)/403(b)/IRA Rollover: 3% - 11% matching bonus to owners, no fees 3.SEP IRA/SIMPLE IRA/Roth IRA/Pension plans/Tax-Free Retirement plan 4.Guaranteed Lifetime Income Plan 5.Estate Planning & Legacy Preservation (personal and business) 6.Life Insurance: term life (cheapest cost) & permanent life with cash value 7.Long Term Care & Living Benefits & Disability Income Plan 8.Tax-Free College Funding Plan

The Financial Architects - Orange County

We are open during COVID-19 stay at home order and will be happy to setup a free zoom consultation. Contact us to schedule an appointment at 714-851-7274. We specialize in: 1. 401K/403b/IRA rollovers protecting from risk and fees: 3%-10% matching bonus to owners 2. Income protection with living benefits 3. Tax-Reduction Planning (personal and business) 4. SEP IRA/SIMPLE IRA/Roth IRA/Pension plans/Tax-Free Retirement Plan 5. Personal Pension Plans/Guaranteed lifetime income 6. Estate Planning & Legacy Preservation (personal and business) 7. Life Insurance: Term Life (cheapest cost) & permanent life with cash value 8. Long Term Care & Living Benefits & Disability Income Plan 9. Tax-Free College Funding Plan If you need answers to your questions, you have come to the right place.

my5year

my5year is a full-service business & financial agency that is changing the way that people look at business operations, finance, and human behavior. -Retirement Planning (tax free, tax deferred, no fees). -Wealth building plans & investing for the future. -Full-Service business consulting & partnerships. -Digital Marketing consulting &partnerships. -Leadership development & executive analysis. -Career Counseling & Career Advancement Strategies. -Re-Structuring of Retirement Strategies -Financial needs analysis. -Athletic Department research & analysis. -Career analysis & career change coaching. -Family Planning. my5year is one of the few companies of it's kind in the world today - a company dedicated to serving the needs of individuals, businesses, & aspiring entrepreneurs that want to make monumental change in the world and on their own financial future. Our team has the ability to offer services & support from a broad array of backgrounds that allows us to find the very best soluti

Lakewood Hills Investments

At Lakewood Hills Investments, we specialize in providing comprehensive financial planning services to help ensure your retirement success. Our “Know So Plan” offers more than a "Hope So Plan" by taking into account all of your retirement income components -- Social Security benefits, company pension plans, and retirement savings -- and creating a guaranteed income plan that will last your whole life. We specialize in Social Security maximization, personal pension planning, tax-free retirement account development, survivor pension planning, and wealth transfer of assets. We use all of these tools to work with our clients to create a unique income plan through which they can achieve their retirement goals. Our team is passionate about giving our clients the confidence of a secure retirement. If you want to protect your retirement wealth and make sure it meets your needs for life, contact us today to find out how we can help you with your Know So Plan.