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S.A.F.E.
Planning, Inc.
920
Pierremont Rd., Suite 105
Shreveport,
LA 71106
Phone:
(318) 869-3133
Fax:
(318) 869-3134
Toll
Free: 1-888-836-2738
Florida
Office
6800
Professional PKY, West
Lakewood
Ranch, FL 34240
Phone:
(941) 907-3030
Toll
Free: (877) 588-3030
Fax:
(941) 907-7780 |
 |
 S.A.F.E.
Planning, Inc. is the premier corporation in the greater
Ark-La-Tex area providing expert financial protection programs
specifically serving the Senior Market. Our focus is on Estate
Preservation and Asset Protection. Large or small, everyone has an
estate. With timely and informed planning, costly mistakes can be avoided.
We have
the expertise to guide our clients to take full advantage of the laws
governing the disposition of their estates, showing them how to
legally bypass probate, protect their family privacy, cut down or
eliminate taxes on Social Security, and place their savings in
tax-deferred instruments that pass their savings on to their heirs
like life insurance--tax free.
Through
early planning, we assist our clients in positioning their assets for
preservation in the event of need for long-term care. Listed blow are
services that will benefit you as you move into your senior years.
-
Medicaid
-- Pre-qualification
- Revocable
Living Trusts
- Irrevocable
Life Insurance Trust
- Special
Needs Trusts
- Wills,
Powers of Attorney, Living Wills
- IRAs
/ 401(k)
- Multigenerational
IRA
- Tax-Deferred
Annuitites
With
the economy as it is today, we all need to think about betterr ways
of saving what we have worked years to create.
We at S.A.F.E.
Planning can help you take advantage of the many avenues that
are out there. Your success is our success!
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