Helping Seniors in Retirement Planning: CLA USA Celebrates its 20th Anniversary

Studies have shown in recent years that more than 50 percent of American citizens have not implemented any estate planning,
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Solihull, TX (prHWY.com) September 17, 2011 - SEPTEMBER 17, 2011 - FRISCO, TEXAS - Studies have shown in recent years that more than 50 percent of American citizens have not implemented any estate planning, like a Will or Revocable Living Trust or pursued financial planning of any type, even when approaching their latter years. This study reveals a common problem in our society - a failure to try or a lack of know-how to plan for the future.

A company called CLA USA (CLAUSA.com) celebrates 20 years in the business of helping seniors in retirement planning. During these 20 years the company's founder, Charles A. Loper, Jr., has witnessed many changes in how and when people plan for retirement. One aspect of planning that has really caught his attention in recent years is the fact that people are living much longer today percentage wise. Today, people age 85 and older make up one of the fastest growing segments in today's population.

Loper states, "An additional decade or two of life is a wonderful gift. It is also a reality for which you should plan. There are estate planning, financial, 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 company, CLA USA was founded in 1991 and incorporated in 1998. Loper had worked in the business of preserving people's assets since 1984, so he has been around enough years to see this phenomenon of people living much longer evolve for almost three decades.

The representatives at CLA USA are skilled in assisting clients with issues that are of a particular interest to the retired and elderly. The company uses various resources including insurance to support the clients' planning goals. Some of the areas of focus for planning include IRAs, social security planning, federal estate tax, wealth/estate preservation, surviving spouse needs, maximizing income and market-indexed returns with no risk to principal.

CLA USA has been based in Frisco, Texas for more than 12 years and is one of the largest employers in that area. The company has operations in a number of states including Alabama, Nebraska, New Jersey, Minnesota, Virginia, and many others. Staff members work with clients' estate attorneys, CPAs and other professionals to assist with goal planning.

"We have a conservative, safe approach to planning, and strive to help our clients find needful services from professionals that want to help without nickel and diming them," states Loper.

As the company celebrates its 20th anniversary, Loper looks forward to opening new locations and helping clients with future planning across the U.S.

More information about CLA USA is available at the Web site below:

http://www.clausa.com

For an interview or more information, please contact Jean Penard by phone at 1 (888) 404-6848 or by email: admin@clausa.com

contact
Location: Frisco, Texas
Contact: Jean Penard
Phone: 1 (888) 404-6848
Email: admin@clausa.com
Web Address: http://www.clausa.com

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Tag Words: cla usa
Categories: Business

Press Release Contact
contact
Location: Frisco, Texas
Contact: Jean Penard
Phone: 1 (888) 404-6848
Email: admin@clausa.com
Web Address: http://www.clausa.com

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