Financial Services - Gretna, LA, US
The Secure Life Styles 21 AdvantageWe are a full service insurance brokerage that emphasizes analysis and consultation in our approach to serving our clients.The SECURE LIFE STYLES 21 name illustrates our focus on saving money for complete protection and applying those savings toward a more secure lifestyle.We are very successful at researching and applying new and creative methods to save you money while improving your insurance needs to secure you and your family's health and wealth.We help you discover BETTER WAYS for BETTER DAYSAbout Us: SECURE LIFE STYLES 21 was founded in 1999 with the idea that we could help protect our client's assets by using our varied expertise to assist them in creating a financially secure future.We strive to customize a comprehensive financial strategy that allows our customers to maintain their desired lifestyles throughout life's phases.Our principals have backgrounds unusually suited to helping our clients, such as a regional vice-president of a national insurance company, an independent governmental consultant, and a public accounting firm owner. Just as important as these personal credentials, we have been small business owners.Small Business Owners, we act as you in-house benefits department in the following ways: We work in your best interests, not the insurance companies. We provide an even-handed assessment of insurance companies and their policies We always provide the same rates as company direct. We stay current with regulations and state mandates so we can work to your advantage. Whenever unacceptable rate increases occur, we are ready with alternate companies and plans to better serve you needs. We maintain your file so that we can easily prepare your new applications to facilitate your new application with minimum inconvenience to you.Retirement Plans:Here at SECURE LIFE STYLE 21, we use safe, guaranteed (not to lose your principal) products with high yields and the power of tax deferrals with or without an Individual Retirement Account (IRA).Let us show you how to drastically increase your tax savings!Pre-tax Retirement Plans Traditional Individual Retirement Account (IRAs) SIMPLE IRAs SEPs Roth IRAs Educational IRAs 401 (k) Plans for larger companiesCall us for a meeting to begin planning your retirement.
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