AA Friss Insurance Services, Inc.
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WHAT WE DO
Our Company has experience in many areas that may prove to be of interest. These include...
  • INDIVIDUAL INSURANCE PROGRAMS including life, medical, dental, disability and long term care.

  • GROUP EMPLOYEE BENEFIT PROGRAMS These can be either employee or employer paid. Medical, dental, life, vision, long term care, and disability insurance can be purchased separately or as a package.

  • SECTION 125 CAFETERIA PLANS which will allow pre-tax payment of insurance premiums, unreimbursed medical expenses and dependent care.

  • PENSION, PROFIT SHARING, 401(k) AND ESOP PLANS for small, medium, and large employers.

  • RETIREMENT PLAN PROGRAMS FOR SELECTED OWNERS and key employees, excluding rank and file employees if desired.

  • EXECUTIVE FRINGE BENEFIT PLANNING including stock options.

  • BUY/SELL ARRANGEMENTS between shareholders or partners.

  • WEALTH TRANSFER STRATEGIES to minimize death taxes.

  • PRE-RETIREMENT COUNSELING including IRA and pension plan distribution analysis programs. Strategies to spread income over retirement years at lowest possible tax cost.

  • ACCESS TO INSTITUTIONAL MONEY MANAGEMENT for retirement plans, IRAs or individuals.

  • TAX-DEFERRED INVESTMENT VEHICLES such as annuities.
 
   

Securities offered through LPL Financial Member FINRA/SIPC.
Advisory Services offered through 510 Financial, Inc. Registered Investment Advisor
510 Financial, Inc. is not affiliated with LPL Financial
The LPL Financial registered representative associated with this site may only
discuss and/or transact securities business with residents of the following state: California

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