SOURCE: RAF Strategies

March 01, 2012 19:43 ET

Introducing RAF Strategies, Experts on Insurance Strategies for Retirement, Tax, and Estate Planning

SAN DIEGO, CA--(Marketwire - Mar 1, 2012) - Robert A. Fink J.D. of RAF Strategies specializes in creating innovative wealth-building and retirement protection programs using Indexed Universal Life (IUL) insurance policies. A properly structured IUL can protect investors from loss due to the volatility of the stock market, minimize their taxes, and provide tax-deferred growth.

IUL is a relatively new kind of life insurance policy that takes advantage of tax laws to protect and grow financial assets. Mr. Fink works with individual investors and financial advisors to design beneficial policies that meet financial goals and comply with complex IRS regulations. Rob's experience as an attorney specializing in tax law and estate planning for 14 years gives his clients a depth and breadth of knowledge that is unique among estate planning and retirement experts.

IUL policies are offered by a number of reputable companies with an overwhelming variety of options. RAF Strategies has comprehensive knowledge of the available choices, and is able to recommend an investment grade life insurance policy that takes into account existing assets, long-term financial goals and relevant tax laws. "RAF Strategies did what I thought was impossible -- built a plan that protects me from market fluctuations and still lets me benefit when things improve. My family and I appreciate the tremendous peace of mind that RAF has given us," says a recent client.

Robert A. Fink J.D. has established RAF Strategies to work with clients to protect and maximize their assets and minimize their taxes through a variety of sophisticated strategies, including Indexed Universal Life (IUL) insurance. RAF Strategies specializes in the financial needs of high net worth individuals and business owners.

More client testimonials and information can be found at www.RAFStrategies.com. A short, informative video is at: http://www.youtube.com/watch?v=q-sNUT3xoAk.

About RAF Strategies
RAF Strategies has expertise in retirement, tax, and estate planning. RAF helps their clients protect and maximize their assets and estates through a variety of sophisticated strategies including Indexed Universal Life policies.

Contact Information

  • Robert A. Fink J.D.
    RAF Strategies
    (858)625-0800
    Email Contact
    4350 La Jolla Village Dr.
    Suite 110
    San Diego, CA 92122