- CasaSanta Financial Services
- Charlotte, North Carolina
CasaSanta Financial Services specializes in preserving and protecting the personal assets of the families they represent. We are dedicated to providing safe, simple, and effective solutions, which will help our clients with both short and long term goals. Our Firm: CasaSanta Financial Services is an independent financial services firm, which started in 2003. We represent many leading Financial Services companies, providing the flexibility to help each of our clients achieve their goals and objectives.
Our Commitment: We are committed to the highest levels of service and integrity. We have a reputation for providing an uncompromising level of client care. Our Solutions: We utilize tax-deferred annuities, secondary market annuities and term insurance to implement our recommendations. These tools offer our client’s stability and low cost solutions. Value-added Service: Additionally, our strategic partnership with Legacy Estate Services allows us to provide our clients with high quality estate planning documents at a reduced rate.
We are Certified Educators for Federal Employees and The Institute of Financial Wellness. Through our association with Retirement Architecture, we provide a blueprint that is a financial planning tool that is valuable in preparing for and during retirement, at no cost to you. Our Clients: We value each of our clients and treat them like members of our family. In turn, our clients appreciate the work we do in helping them explore and achieve their goals and aspirations.
They reward us with regular referrals. Education and Professional Experience: I am a 1979 graduate of Purdue University. My professional experience includes 29 years in the Financial Services industry. I take a minimum of 24 hours of continuing education every two years through the American College of Life Underwriters. These courses and networking with other successful advisors provides me a way to stay current with the latest strategies for helping my clients achieve their goals. Certified, as a Federal Employee Retirement Consultant, through the Federal Benefits Information Center.
LICENSES & ACCREDITATIONS
- Registered Representative & Investment Advisor
- Financial Representative
AREAS OF EXPERTISE
- Retirement Planning
- Estate Planning
- Asset Management
- Risk Management