Independent Marketing Organization

independent marketing organizationAdvisors Match is an independent marketing organization with an edge. Why? Because they have an advantage over their competitors. They have introduced tax preparation into their campaigns. They have transformed over 35 offices into tax advising centers for their clients. It makes sense to offer tax advise if you are a financial business. You can’t persuade a client to invest in a business without knowing how it’s going to affect your overall financial situation and this includes next year’s tax return. Advisors Match has become the hub for the tax preparation while the businesses who partner with them simply share the information with their client.

This independent marketing organization helps businesses set up campaigns to introduce their new service, which includes taking care of the media at a 50% less cost than using a direct media agency. They take care of the grunt work by preparing the taxes for the business’s client while all the agent has to do is discuss how this investment will affect their future. This is a win-win situation for business and client. What Advisors Match has noticed over the years is how this method increases trust among the client and the agent. By taking the time to show someone how their decisions are affecting their finances, you are telling them that you are not pitching for the sell, but care about their lasting commitment to your company. This method works. To find out for yourself, call Advisors Match at (800) 599-2788.

2013
03/19
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Estate Planning in Sarasota

On average, probates can take between 6 months to a year to settle an estate. However, poor planning can push this time frame out to several years. Taxes, debts, property, and various investments can complicate and delay any estate settlement. Working with an experienced financial advisor such as Randy Kricke of Successful Retirement Services in Sarasota, Florida will streamline this inevitable situation during a sensitive time for your family.

Time is an important factor in the settlement of an estate. For one, it is hard for a family to complete the grieving process when the settlement becomes turbulent and takes time to fully unfold. Additionally, more time increases many of the costs in settling an estate. An increase in costs could lead to selling properties and heirlooms that were initially planned to be handed down. Sentimental loss compounds what is already a trying time for any family. Successful Retirement Strategies specializes in estate planning in Sarasota and will work hard to ensure your estate settlements flow through probate in a timely manner.

There are many reasons why it is important to plan as early as possible for this daunting time in your family’s life. A financial services attorney will help you minimize tax liability, administrative costs, and income tax. Additionally, careful planning will ensure your total debt from credit cards, mortgage, healthcare, business costs, etc. will not outweigh the value of your assets. Keeping your costs lower than your assets will ensure that your family will not be forced to liquidate properties meant to be passed down. So to avoid overbearing debt, avoid delays in settlement, and conserve principal, dial (727) 239-7902 and speak to Randy Kricke of Successful Retirement Strategies for personalized estate planning in Sarasota.

2013
03/19
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Estate Planning
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Life Insurance in Tampa

Have you ever thought about who will care for your family if you ever passed away at an early age? Of course, this isn’t an easy thing to think about, but life insurance in Tampa makes the thought a little easier to think about. Successful Retirement Strategies has come up with plan to make sure that you can still care for your family even after you have passed away. Financial stability is extremely important in today’s economy and after a loved one has passed it not only costs money to hold a ceremony, but it’s also hard to continue producing an income if the bread winner is no longer there.

As hard as it is to think about the reality of this kind of situation, it really can be an easy process with life insurance in Tampa. There are different plans you can choose from with Successful Retirement Strategies so that all of your needs can be met. The decision to invest in a lifetime plan is vital, but it can also prove to be beneficial in the long run. If you have spent all your adult life caring for your family and don’t like the idea of not caring for them once you have passed, then you should consider calling Successful Retirement Strategies at (727)-20744-2337. They can make caring for your family a permanent thing.

2013
02/04
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Life Insurance
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Affordable Health Insurance in Sarasota

In the United States good health insurance is hard to come by, but fortunately Successful Retirement Strategies has affordable health insurance in Sarasota. They will work with you to make sure that you have the best and most affordable coverage to fit your needs. Now, just like any other business, it’s not perfect, but they will try their utmost best to make sure that you get exactly what you need at a price you can afford. It’s actually quite ironic how technology is being made to help people live longer, but because health insurance prices are so high there is a small percentage that can actually afford the luxury of utilizing these technological advances. Well, Successful Retirement Strategies does not want to play with your well being; they want to make sure that you can get to the technology that is going to help you live longer.

Affordable health insurance in Sarasota is hard to come by. Most companies make false promises to get to your money, but at Successful Retirement Strategies they work hard to make you feel confident that you have chosen the right company. They are constantly making adjustments for you so that it is truly affordable. You don’t like to gamble on your well being so they won’t either. Call (727) 744-2337 today to get started on improving your situation.

2013
01/17
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Estate Planning in Sarasota

Most people don’t like to think about leaving their loved ones behind to fend for themselves, but Successful Retirement Strategies understands how important it is to do estate planning in Sarasota. No one likes to think about what may happen once they’ve passed on, but just for one minute think about it. Are your loved ones going to have to handle all of the funeral arrangements on their own? Are they going to have something to remember you by other than the memories they hold? Are they going to have a home to live in after you’ve passed? Unfortunately these are serious questions that everyone needs to consider.

Estate planning in Sarasota will allow you to create your own will so that once you’ve passed on your family will know exactly what you want done. Plan your funeral yourself so that your family doesn’t have to carry that extra burden. Separate your assets among your family so that everyone can carry a piece of you with them.  Sign your house over to your children so that life may continue in your home. Or choose the simple will where everything goes to your spouse; plan out your family’s future so that they feel as if you are still there taking care of them.

Yes, this is depressing to think about, but it’s inevitable. Don’t you want your family to feel taken care of even after your gone? Leave a good legacy and call Successful Retirement Strategies today at (727) 239-7902.

2013
01/16
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Estate Planning
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Financial Services in Sarasota

Making sure that your finances are in order is important and Successful Retirement Strategies offers financial services in Sarasota that will help you get them in order. When you are living paycheck to paycheck your bills can catch up to you and soon you realize that you no longer have that extra money to be able to enjoy yourself on your weekend off. By being smart with your money you can have enough to pay your bills and have the extra you need to enjoy yourself!

If you have children it becomes even harder to manage your money because they have necessities as well. A huge necessity is their educational future. You are going to want to make sure that you can send your children to college and not go bankrupt. Successful Retirement Strategies will make sure that you are putting away money weekly or monthly so that your children can have the future you want for them.

The financial services in Sarasota will benefit you in the long run as you set goals and budget properly. With all the expenses you have in your life you want to make sure that you budget appropriately to ensure that you do not end up bankrupt by the end of the month. Don’t miss out on the luxuries in life and call Successful Retirement Strategies today at 727.239.7902.

2013
01/16
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Financial Services
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Sarasota Financial Planner

It doesn’t matter old you are; when it comes to creating and managing a financial plan, you are bound to feel like it is more than you can handle. For whatever reason, learning to budget and save money seems to be a reoccurring problem for people, and only with practiced self-discipline and a structured system do our financial futures look secure. Whether you are looking to begin your children’s college funding, looking into different 401k plans, or starting your retirement plans, utilizing the professional services of a financial advisor in Sarasota or a surrounding Florida area would be a wise investment (literally).

There are an enormous spectrum of financial plans and services out there. It doesn’t matter if we are talking about life insurance, a pension plan, or trying to find affordable health insurance. No matter the type of financial service you are looking for, you are going to be faced with an array of options. The important thing is to do enough research that you find someone you are not only comfortable with trusting with your finances, but someone who you feel confident has the appropriate experience and expertise to adequately handle your accounts.

If you need a financial planner in Sarasota or a surrounding Florida area, call or visit Successful Retirement Strategies today. Their knowledgeable financial advisor, Randy Kricke, will be happy to help in any way possible. Your financial future is much too important to be investing just anywhere. (727) 239-7902. 

2013
01/10
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Financial Services
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Financial Management Services in Sarasota

It doesn’t matter what point of your life you are in– adequately organizing, budgeting and saving your finances is extremely important for both you and your loved ones. Utilizing financial management services in Sarasota is wise if you are planning for retirement, if you are starting to think about your children’s college funding, if you are looking at potential pension plans, if you are, well, you get the point. It is never too early to start saving your money, or for planning your retirement.

Financial management services and a professional financial planner are keys to securing the comfort of your future. At Successful Retirement Strategies, they are structured around making sure they get a complete understanding of their clients’ needs. Each plan is tailored to their specific needs. Their financial advisor, Randy Kricke, is dedicated to making sure his clients are always comfortable with the financial plan before them. Unlike other financial companies and services, SRS will stay with you every step of the way when it comes to managing your financing.

For more information, give them a call today 727.239.7902. They offer financial management services in Sarasota, Clearwater, Tampa Bay, and surrounding Florida areas. Remember that, no matter where you are now– both in your life and with your finances– it is never too late, or too early, to get a well developed plan in front of you, leading you to a secure financial future.

2012
12/20
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Financial Services
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Financial Services in Sarasota

Are you looking to improve your financial standing with Sarasota Financial Services? A financial agent can help you in all area of your monetary life. There are many areas of service that agents are experts in. For example:

  1. Retirement Planning. It’s never too early to start planning for your retirement. In fact, the sooner you start saving the less you have to save every month. Using a high yield account, the money you save now can mature over the decades that you work, allowing you to retire comfortably. Successful Retirement Strategies of Sarasota, Florida can help you make the best choices in saving accounts; their financial advisor, Randy Kricke, will work with you to create a savings plan for you so you know how much you need to put away every month in order to reach your ultimate retirement goal.
  2. Goal setting. You don’t need to be on the brink of retirement to hire Sarasota financial services. Any monetary goal, whether it’s a vacation or a large purchase, can benefit from a saving schedule. Putting away a little every month is much easier than trying to get all the money at once. Small goals help us achieve big goals without taking drastic measures.
  3. Estate Planning. When you leave, you want to be sure your family is taken care of. It is important you properly determine what will happen to your estate so that there are no unresolved issues once you are gone. Wills, testaments, and funds can all be used to ensure your family’s financial solvency after you’re gone.

Although it can feel like an overwhelming and daunting task to tackle, preparing for your future is necessary if you want the best and most secure future possible for both you and your loved ones. For more information about Sarasota financial services, or to speak with an experienced and professional financial planner, call Successful Retirement Strategies today to speak with Randy Kricke. 727.239.7902.

2012
12/20
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Retirement Planning
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Medical Health Insurance in Sarasota

Maintaining one’s health is becoming increasingly noteworthy as time rolls through this day and age. As medical sciences keep advancing with new methods and techniques, there are many things out there can affect a person’s everyday life. Knowing who to go to when it comes to obtaining or renewing medical health insurance in Sarasota can be a tricky task to accomplish. While there might be companies out there “devoted” to suiting your needs for insurance, they may only give you basic coverage and might not tell you the ends and outs of what it entitles one to.

Over at Successful Retirement Strategies, they take pride in setting each and every one of their clients with adequate health insurance, working for all ages. They understand that protecting one’s health, as well as their significant others, can be quite a handful if not looked at in a proper manner. Successful Retirement lays out a diversified plan based off of what you need in medical health insurance in Sarasota. Knowing that these plans can vary in price all the time, each containing their own pros and cons, Successful Retirement will work up the best coverage for you and your family, seeking only the best plan that will work for your lifestyle. By allowing them to setup a matched plan for your future, both at an affordable price and desired coverage, let Successful Retirement Strategies assist with give your future a brighter path down towards a healthier life.

2012
12/11
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Health Insurance
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