AMA LOVE & Associates

AMA LOVE & Associates is a specialty financial services firm that provides comprehensive wealth protection and management, and legacy planning strategies to small business-owners, executives and professionals in the energy, healthcare and franchising industries. The private practice was established in January 2011 in Houston-Texas, and works nationally with a team of experts with over 32 years combined experience. OUR MISSION :: To transform our clients' dream of generational prosperity into a reality. OUR VALUE :: Passionate and Dedicated Team :: Focused (Specialty) Markets :: Innovative and Consistent Processes :: Broad Top-Rated Company Affiliations :: Holistic (full-service) Approach :: Diverse Technical Expertise :: Access to Partner Commercial Lenders :: Personal Financial Profile? (PFP) :: Financial Wellness Coaching/Seminars :: Flexible with client’s existing team :: No-obligation Fact-Finding Session CORE SERVICES FOR INDIVIDUAL: :: Personal Financial Profile? (PFP) :: Insurance Protection Plans :: Assets/Wealth Management :: Debt Management Strategies :: Retirement Planning :: College Education Plans :: Estate & Legacy Planning :: Financial Wellness Coaching :: Young Professionals (YP) Starter Program CORE SERVICES FOR SMALL BUSINESS: :: Broker of Record :: Business Valuations :: Buy-Sell Funding Strategies :: Business Overhead Expense (BOE) :: Collateralize Life Insurance Strategies :: Key Person/Executive Retention Plans :: Employee Benefits (Life, Health, Disability) :: Employer-Sponsored Retirement Plans :: Group Financial Wellness Seminars Contact us today for your "no-obligation" fact-finder session!

网站

www.SIMEMAcorp.com

AMA LOVE & Associates的外部链接

所属行业

金融服务

规模

2-10 人

总部

Houston，Texas

类型

私人持股

创立

2011

领域

Full-Service Financial Planning、Business Buy-Sell Funding Strategies、Individual Retirement Planning、Employer-Sponsored Benefits、Insurance & Asset Protection、Employer-Sponsored Retirement Planning、Financial Wellness Coaching和Business Valuation Services