Captive Wealth

ATTENTION SMALL BUSINESS OWNERS – Captive Wealth describes a financial strategy with potentially significant benefits. The idea is to create a special purpose, private insurance company that can turn before-tax dollars into after-tax benefits for the owners of the parent company. More

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About Tony Kendzior, Creator and Publisher of Successful Retirement Secrets.

Tony Kendzior, CLU, ChFC is an entrepreneur in financial services. He started in 1975 as an independent insurance agent, selling health insurance to friends, neighbors, and referrals. It soon evolved into a professional financial practice as a Chartered Life Underwriter, or CLU, and as a Chartered Financial Consultant or ChFC and ultimately ownership of Registered Investment Advisor firm, Florida Wealth Advisors, LLC.

Today he’s semi-retired, living in North Central Florida, and building new relationships with busy people thinking about their retirement. He created and publishes an online school with a new way to think about and plan for retirement. Click here and learn your best way to a worry free and financially secure retirement:

Regardless of your age or status, Tony brings ideas and experience to help anyone with fears and concerns about retirement. He is also looking for small business owners interested in ways to make their business more tax efficient. He has a personal and professional commitment with clients, knowing that if they succeed, so will he. You’ll find links in the book where you can find out more than you will ever need or want to know about Tony, and how he thinks.

Learn more about Tony Kendzior, Creator and Publisher of Successful Retirement Secrets.


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