CasaSanta Financial Services
About
We represent 20 different insurance companies that offer over 200 different annuities and life insurance products. Our goal is to grow and protect our clients assets without taking a risk. We do not charge a fee for our services. We focus on all areas of retirement planning and show how you can have a guaranteed Income for your lifetime . We also show with your assets how you can leave a legacy for your family
I enjoy working with people who are interested in protecting and growing their assets. This can be pre or post retirement. We specialize in providing a Guaranteed Lifetime Income and showing how through proper planning you can leave a legacy behind after your death. Please visit our website www.casasantafinancialservices.com and our blog www.johncasasantablog.com
Photos and videos
No reviews (yet)
Frequently asked questions
What is your typical process for working with a new customer?
Our first appointment is an introduction and discussing the goals and objectives of our clients. We gather general information that is needed to develop a personalized plan.
Our second appointment we review the goals and objectives and show a preliminary plan
Our third appointment we review the preliminary plan and answer any questions that may have come up.
What education and/or training do you have that relates to your work?
I take 24 hours or more of continuing education every two years to keep up with all of the current trends in the Financial service industry. I also attend various workshops to discuss the best products for my clients.
Do you have a standard pricing system for your services? If so, please share the details here.
Our firm does not charge a fee for our service. The life insurance companies we represent compensate us through seperate funds. All of your money stays in your account.
How did you get started in this business?
I began my career with Met Life and was trained by some of the leading financial service people in the industry at that time. After 8 years with Met Life and two years of management with AIG I started CasaSanta Finacial Services in October of 2003. Since 2003, we have expanded our footprint into both Carolinas and throughout the Southeast.