800 213-1164

Client Solutions

 

Solutions that can bring you financial peace of mind

One of the greatest risks facing investors today isn’t dying too soon. It’s living too long. Baby boomers are enjoying the best health and the longest life.

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Estate Planning*

Avoid probate with a Living Trust.  Probate can delay assets going to your heirs for months or even years.  Living Trusts, ILIT’s, Charitable Trusts, etc, should be an integral part of your estate planning.

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Long Term Care Insurance

Health care costs could easily erode your entire life’s savings. We can help you evaluate your finances to determine if you are a good candidate for long-term care coverage.

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Reducing Debt

Debt is not necessarily bad. However, if you are not reducing debt faster than you are accumulating it, then debt can be disastrous to your financial health. How much is too much debt for you? 

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Saving for College

Many colleges today cost over $50,000 per year. The best way to save for college is to know and understand all of your funding options. From 529 education savings plans to financial aid and national grant options, funding college can be complex.

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Planning Early Can Make a Difference

It’s important to take the necessary steps to care for your wealth properly. Are you spending enough to meet long-term goals. Although these issues may be most relevant later on in your life.

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QUICK CONTACT

5746 24 Mile Road Shelby Twp., MI 48316
(800) 213-1164
Check the background of our affiliated Broker Dealer, Ausdal Financial Partners, on FINRA’s BrokerCheck.

INVESTMENT ADVISORY SERVICES OFFERED THROUGH CPR INVESTMENTS INC. CPR INVESTMENTS INC. DOES NOT OFFER LEGAL OR TAX ADVICE. INSURANCE PRODUCTS ARE OFFERED THROUGH VARIOUS INSURANCE CARRIERS.

CPR INVESTMENTS INC IS AN SEC REGISTERED INVESTMENT ADVISER, NOTICE FILED IN THE FOLLOWING STATES: AZ, CA, FL, IL, MI, NE, NM, NV, NY, OH, OR, SC, TX, VA & WA. THE ADVISER MAY NOT TRANSACT BUSINESS IN STATES WHERE IT IS NOT APPROPRIATELY NOTICE FILED, EXCLUDED OR EXEMPTED FROM REGISTRATION.  INDIVIDUALIZED RESPONSES TO PERSONS THAT INVOLVE EITHER THE EFFECTING OF TRANSACTION IN SECURITIES, OR THE RENDERING OF PERSONALIZED INVESTMENT ADVICE FOR COMPENSATION, WILL NOT BE MADE WITHOUT REGISTRATION OR EXEMPTION.

SECURITIES SERVICES OFFERED THROUGH AUSDAL FINANCIAL PARTNERS, INC. MEMBER FINRA / SIPC, 5187 UTICA RIDGE RD DAVENPORT, IA 52807 (563) 326-2064. CPR INVESTMENTS INC AND AUSDAL FINANCIAL PARTNERS, INC ARE SEPARATELY OWNED AND OPERATED.