Veronica L. Strauss, ChSNC™, CLU®, CFBS, CLTC
Special Care Planner
Helping clients protect, plan, and build toward a secure and dignified future through personalized financial strategies.
About
Focus: Insurance Strategies, Retirement Income Strategies, Investment Strategies, Charitable Giving, Business Succession Strategies, Risk Management Strategies, Estate Conservation Strategies, Financial Education, Student Loan Refinancing, Business Owners, College Funding Strategies, Group Benefits, Special Needs (ChSNC Required)
Mission Statement
To help optimize the standard of living of my clients by providing a customized strategy to help, to protect and to build their assets in a professional and personal manner while striving to improve every client’s quality of life.
- Born and raised in Argentina and educated in Argentina, Brazil, Israel and the United States.
- Degree in Business Administration- Finance
- Degree in Dance and Physical Education and graduate studies in Health Education. Yoga training and Medical Yoga training at Thomas Jefferson University.
- I love helping people to achieve financial and physical fitness. I enjoy practicing Yoga and meditation, working with my clients, helping them to protect and to prepare for their future and spending time with my family and friends.
Professional Experience
Certified Long-Term Care Specialist (CLTC) www.ltc-CLTC.com
Chartered Special Needs Consultant (ChSNC®) www.theamericancollege.edu
A Chartered Life Underwriter® (CLU®) www.theamericancollege.edu
Certified Family Business Specialist- The CFBS designation is an academic achievement signaling completion of a series of examinations covering business and financial information for family businesses. Provided by Massachusetts Mutual Life Insurance Company (MassMutual) exclusively through a rigorous educational program at the American College in Bryn Mawr, Pennsylvania.
American Cancer Association, Volunteer, providing seminars on financial services for families and breast cancer survivors.
Alzheimer’s Association, Speaker, providing seminars on Long Term Care, Financial Services for families and caregivers.
Stress Management consultant and Dance Educator. Teaching workshops- for students ages- 3- to 100 years old, in corporate, educational, performing arts institutes, Temple University, law firms, hospitals and nursing homes.
Author published book “Poems from my heart” my life stories disguised in poems.
Veronica Strauss is a registered representative of and offers securities through MML Investors Services, LLC. Member SIPC. www.SIPC.org. 1000 Corporate Drive, Suite 700, Fort Lauderdale, FL 33334, 954-938-8800. CRN202211-274287
Languages: English, Spanish, Portuguese
Career Snapshot
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My Approach
Knowledge is the key to a successful financial future. My background, experience, and commitment to providing you with the resources you need to make financial decisions can help make your financial future as successful as you need it to be. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them.
This helps me recommend products and strategies designed to meet your current needs, and more importantly, your future needs.
My goal is to provide holistic, comprehensive financial services to individuals and businesses. I can help you make good financial decisions seeking to help avoid potential issues by providing you with superior client service focused on tailored, objective financial strategies, to help you reach your goals.
Our Six
Step Process
Six clear steps. One powerful strategy for your financial future.
Identify
your unique situation
and goal.
Gather Information
to prepare your strategy.
Managed
Analyze
your current portfolio to identify any gaps that may exist.
Present Strategy
review your goals and discuss recommended strateties
Review
strategies in place so you can make informed decisions & meet goals
Impliment
strategies to help you achieve financial freedom.
Solutions That Have Impact
Achieving your financial goals takes patience to create the kind of possibilities that money can buy. Whether you’re saving for a home, a college education, a dream project, or preparing for retirement, having a trusted financial professional can support and guide you to make solid decisions that can turn life goals into reality.
Personal Solution
Protection
- Life Insurance
- Disability
- Income Insurance
- Long Term Care
- Medical | Health | Dental
Retirement
Services
- 401(k)
- 403(b)
- 457(b)
- IRAs
- Roth IRA
- Defined Benefit Plans
Investment Products Services
- Annuities (Fixed & Variable)
- Brokerage
Investments
Estate Planning
- Tax Efficiency Strategies
- Charitable Giving
Business Solutions
Smart solutions for succession, compensation, and employee benefits. Helping businesses protect what they’ve built and plan what’s next.
Succession
- Buy-sell protection
- Key person coverage
- Buy-out funding
Qualified Plans
- 401(k)
- Simple/SEP IRAs
- Defined Benefit Plans
Non-Qualified
Plans
- Executive Bonus
- Deferred Compensation
- Split Dollar
Group Benefits
- Health Savings Account
- Dental Insurance
- Vision Insurance
- Life Insurance
- Long Term Care
- Disability Insurance
Disclosure:
Ca insurance license #xxxxx | state of domicile: xx
Ar insurance license #xxxxx | state of domicile: xx
I am licensed to sell insurance in: list states
*Not all representatives can offer all services listed. Please consult our office for full details. Health & dental insurance offered by unaffiliated insurers.local firms are sales offices of massachusetts mutual life insurance company (massmutual), springfield, ma 01111-0001, and are not subsidiaries of massmutual or its affiliated companies.crn202408-949479
