The FINNERAN SENIOR RESOURCE GROUP is a professional firm working exclusively with mature seniors to protect their financial assets and standard of living.
ESTATE PLANNING - We show you how to avoid estate taxes which are paid by single people in Washington with estates over $1,500,000 and couples with estates over $3Million. Even if you have a living trust, you will still pay estate taxes unless you take steps to avoid them.
ANNUITIES AND INSURANCE - Get the highest returns to shelter assets and defray taxes. Call our office to learn of the highest annuity rates in the country. You won’t see these rates from your broker. Have your life insurance rates lowered, your insurer won’t do it automatically, but rates have been reduced. Call for a quote.
Complete Real Estate Services – ELIMINATE OR REDUCE CAPITAL GAINS TAX - We bring you the most current & meaningful real estate strategies that help bring your hopes and dreams to fruition.