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FINANCIAL PLANNING



LET'S PROTECT YOUR FINANCIAL FUTURE. SPEAK WITH OUR FINANCIAL EXPERTS ABOUT
AVAILABLE SOLUTIONS FOR SAVINGS, RETIREMENT, INVESTMENTS AND MORE.




get a quote


Contact Us



WHAT IS A FINANCIAL PLANNER?

A financial planner or personal financial planner is a professional who prepares
financial plans for people. These financial plans often cover cash
flow management, retirement planning, investment planning, financial risk
management, insurance planning, tax planning, estate planning and business
succession planning for business owners.


FINANCIAL PRODUCTS

Here are a few of the financial products we assist clients with:
 * Annuities - Fixed Annuities, Fixed Index Annuities, Income Annuities, Annuity
   Living Benefits
 * IRAs - Rollover IRAs, Traditional IRAs, Roth IRAs, IRAs for Spouses, SEP
   IRAs, SIMPLE IRAs
 * Life Insurance - Term Life Insurance, Universal Life Insurance, Indexed
   Universal Life Insurance, Variable Universal Life Insurance, Survivorship
   Life
 * Workplace Retirement Plans - 401k Plans, 401a Plans, 403b Plans, 457 Plans,
   SEP IRAs, SIMPLE IRAs
 * College Savings Plans - 529 Plans, Coverdell Education Savings Plans, UGMA
   and UTMA Custodial Accounts
 * Employee Benefits Plans - Critical Illness, Accident Insurance, Group Life
   Insurance, Group Disability Insurance.


You may or may not qualify for all or any of the options above. The best way to
find out your best options is to schedule a free consultation with our financial
specialists today.
(954) 688-4697
87 NE 44th St
Suite 5
Oakland Park, FL 33334
Click Here to Email Us
Get a free consultation with a financial professional


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CONTACT US

Continental-Casualty Insurance Agency
87 NE 44th St
Suite 5
Oakland Park, FL 33334
(954) 487-0870
Click Here to Email Us


LOCATION



Website by InsuranceSplash


 * Property Quotes >
    * Home Insurance Quote
    * Flood Insurance Quote
    * Landlords Insurance Quote
    * Renters Insurance Quote

 * Auto Quotes >
    * Auto Insurance Quote
    * ATV Insurance Quote
    * Classic Car Insurance Quote
    * Motorcycle Quote
    * RV Insurance Quote

 * Health Quotes >
    * Medicare Advantage Plan Quote
    * Medicare Supplement Coverage Quote
    * Health Insurance Quote
    * Critical Illness Insurance Quote
    * Dental Insurance Quote
    * Long Term Care Insurance Quote
    * Vision Insurance Quote

 * Business Quotes >
    * Business Insurance Quote
    * Business Owners Package (BOP) Insurance Quote
    * Group Benefits Insurance Quote
    * Workers Compensation Quote

 * Life & Financial Quotes >
    * Life Insurance Quote
    * Annuity Quotes
    * Disability Insurance Quote
    * Final Expense Insurance Quote

 * Other Quotes >
    * Boat Insurance Quote
    * Event Insurance Quote
    * Umbrella Insurance Quote

 * Update Contact Info
 * Policy Changes
 * Proof of Insurance
 * Online Documents
 * Free Consultation

 * Property >
    * Home Insurance
    * Flood Insurance
    * Landlords Insurance
    * Renters Insurance

 * Vehicles >
    * Auto Insurance
    * ATV Insurance
    * Classic Car Insurance
    * Motorcycle Insurance
    * RV Insurance

 * Health >
    * Medicare Advantage Plans
    * Medicare Supplement Coverage
    * Health Insurance
    * Critical Illness Insurance
    * Dental Insurance
    * Long Term Care Insurance
    * Vision Insurance

 * Business >
    * Business Insurance
    * Business Owners Package (BOP) Insurance
    * Group Benefits
    * Workers Compensation

 * Life/Financial >
    * Life Insurance
    * Annuities
    * Disability Insurance
    * Final Expense Insurance
    * Financial Planning

 * Other >
    * Boat Insurance
    * Event Insurance
    * Umbrella Insurance

 * Staff Directory
 * Client Testimonials
 * Refer a Friend
 * Insurance Carriers
 * Agency Photo Gallery
 * Accessibility Statement
 * Videos >
    * Homeowner Insurance FAQs
    * Type of Auto Insurance
    * Bundling
    * Liability Insurance

 * Blog
 * News