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Lula Financial is a boutique financial services firm. We work with clients to strengthen their finances in the following areas: Retirement Planning 401(k)/403(b) Rollovers IRA/Roth IRA Investment Strategy Student Loan Debt Credit Card Debt Life Insurance We are fee-only investment advisors and fiduciaries.

Retirement Planning Asset Protection Tax Minimization Planning Long Term Care Planning Estate Planning IRA Asset Planning Trusts Life Insurance Probate Elimination of Probate Charitable Giving Strategies Income Planning & IRA & 401(K) Rollover

Trusts-IDGT, Qualified Personal Residence Trusts-QPRT, Irrevocable Life Insurance Trusts-ILITS, Family Limited Partnership Trusts-FLPS, Spousal-SLAT, and Charitable Remainder/Lead Trusts-CRATS/CRUTS; IRA/Inheritance Trusts; Probate; Trust Administration; Trust Litigation; Business

Trusts-IDGT, Qualified Personal Residence Trusts-QPRT, Irrevocable Life Insurance Trusts-ILITS, Family Limited Partnership Trusts-FLPS, Spousal-SLAT, and Charitable Remainder/Lead Trusts-CRATS/CRUTS; IRA/Inheritance Trusts; Probate; Trust Administration; Trust Litigation; Business

Wealth Management Retirement Planning Investment Advice 401(k), 403(b), Profit Sharing Traditional and Roth IRA Life and Key Man Insurance Finance Asset Protection and Estate Planning Asset Allocation Consulting Portfolio Review

strategies (individual and business) Financial Planning and Insurances Services: 1.Tax-Reduction Planning (personal to owners, no fees 3.SEP IRA/SIMPLE IRA/Roth IRA/Pension plans/Tax-Free Retirement planPreservation (personal and business) 6.Life Insurance: term life (cheapest cost) & permanent life with cash value 7.

has over 40 years of experience in Life Health and Retirement planning, helping seniors to live a happier and more secure life. With the help of our tireless staff, Medigap) or Medicare advantage, drug benefits, affordable insurance and advocate for Roth IRAs with exciting community-building events, and

planning needs. His specialties include life insurance, health insurance, dental insurance, disability insurance, long term care insurance, Medicare Supplements, and Medicare Advantage help you rollover your 401(k) into an IRA so you do not leave it behind.

offer our clients, including life insurance, disability income insurance, long term care insurance, individual retirement accounts (IRA), IRA rollovers, annuities, estate tax protection planning, buy/sell funding options, key employee insurance, succession planning, deferred compensation plans, executive bonus plans

of services, such as 401Ks, IRAs, personal and corporate tax planning, health and life insurance, and Medicare. Our team, we also conduct regular reviews of our clients' insurance policies to ensure that they are up-to

, we strive to provide our clients with the insurance and financial advice necessary to secure their financial and services such as safe money annuities, life insurance, 401Ks, traditional and Roth IRAs, and social security education. Our goal

F and G, Medigap Plans, Medicare Advantage Plans, life insurance plans such as term, universal, final expense, and whole life insurance, as well as financial planning services like 401k rollover and IRAs, and wealth management

Business Liability Insurance, Workers Compensation Insurance, Commercial Auto Insurance, Renter Insurance, College Planning, Estate Planning, Retirement Planning, IRAs, Annuities, Life Insurance, Long Term

on the most effective strategies for life insurance, 401(k) plans, Roth and traditional IRAs, and other savings products. It

retirement planning, financial planning, annuities, inheritance, 401k rollovers, life insurance, and Roth IRAS. Our experienced team of financial advisors is

team provides comprehensive advice on a variety of life insurance, savings and investment options, retirement planning, college funding 401k and profit sharing plans to traditional and Roth IRAs, college funding plans, and more. With our guidance

retirement benefits such as Social Security, 401k, IRA, brokerage, Medicare, Health Insurance, Life Insurance and Long-Term-Care. Our goal

satisfaction are the main components of Pronto Insurance's success. If you are looking in understanding investment solutions such as annuities, IRAs, life insurance, and college savings. Moreover, I will review your insurance and financial needs as they

Retirement Accounts (IRAs), Roth IRAs, Traditional IRAs, SEP IRAs, Indexed Accounts, Annuities, Transfers & Rollovers, 1035 Exchanges, Life Insurance, Long Term Care Insurance, and Business