we are The Exclusive provider of heir plans
caution: Do not confuse us with another company with the same name as ours
we are The Exclusive provider of heir plans
Site Content
We are the Center For Retirement Security, Inc. We are the exclusive provider of HeirPlans.
The information on this site is in no way an offer of or solicitation of any security or investment.
Over the years you have acquired significant assets, or are in the process of doing so. These assets have ownership and or beneficiary designations. This is where Heir Planning comes in. Heir Planning involves the coordination of the ownership and beneficiary designations of your assets with your other documents, such as a will and trust. This is an important part of Heir Planning.
We have been providing quality, personalized service to individuals and business clients since the 1980's.
We do not advertise. We do not use an elaborate website. Unless a referral, most clients have been using our service for 15 years or more. Most new clients come from referrals.
We are the original and only Center For Retirement Security .com.
Our domain name is: CenterForRetirementSecurity.com.
We are aware that there may be other companies with the same name as us. These companies may have the same name, but are relegated to using domains that end in .org, etc.
Do not confuse us with any other company. Other companies may be trying to play off our quality and excellent reputation.
We are not responsible for anything they do or may tell you.
Be cautious as to what is said on websites of other companies that may have the same name as ours. Some companies use scare tactics to try to get your attention. Do not be scared or misled by other companies.
We are a licensed insurance agency. Our phone number is (352) 683-6003. Call us. There is no obligation to do so.
Again, we are the only company that can provide an HeirPlan. We have this registered with the United States Copyright and Patent Office in Washington, D.C..
If any questions, please call us at (352) 683-6003. Thank you.