CLA USA :: Peace Of Mind
Welcome To CLA USA
CLAUSA, Inc. is a Financial Services Company that helps clients with financial planning. We have a conservative, safe approach to planning an asset preservation philosophy. We have planners that specialize in areas that concern you such as:
 
  • Strategic IRA planning
  • Legacy "Stretch" IRA Planning
  • IRA Roth conversions
  • Reducing or eliminating taxes on Social Security
  • Federal Estate Tax planning
  • Catastrophic Illness planning (Long Term Care Insurance and Annuities)
  • Wealth Building/Estate Preservation
  • Surviving spouse needs
  • Maximizing income
  • Market-Indexed returns with no risk to principal
 

CLAUSA, Inc. does not charge fees to their clients. Commissions are paid to CLAUSA by insurance companies for selling their products. For example: if a client puts $10,000 dollars in an annuity, the entire $10,000 dollars goes to work immediately for the client. Our fee does not come from the client.


Planning

People are living much longer today percentage wise. 85+ is the fastest growing segment of our population. In fact, many of us are living beyond 100!

While this is great news, we are faced with concerns with which past generations did not have to deal. It is becoming increasingly clear that we need to address estate planning differently than our parents and grandparents. An additional decade or two of life is a wonderful gift. It is also a reality for which you should plan.

There are financial, legal, insurance and tax related issues many of us are not aware of or do not wish to think about now, that may become significant later. The knowledge of these issues, and planning for the possibilities, is the best way to protect quality of life and peace of mind for today... and tomorrow.

Setting up a solid plan for your future now can ensure that you retire comfortably and enjoy those extra decades. In addition, a solid plan allows you to leave as much as possible to your heirs while avoiding potential financial devastation later in life due to unexpected or unplanned circumstances.

The goal is to ensure that your estate lasts the rest of your life and beyond.