Circle of Safety Financial Advisors
Circle of Safety Financial Advisors
16520 Wedge parkway, Suite 200
Reno, NV 89511
16520 Wedge parkway, Suite 200
Reno, NV 89511
Categories: Commercial Real Estate, Educational Services & Consultants, Financial Advisors, Insurance, Management & Consulting Services
Broadly Diversified Financial and Insurance Planning Firm
We offer all types of insurance for companies and individuals including health, long term care, indexed universal life, return of premium term insurance, and property & casualty insurance. We also offer FDIC Insured market Liked CD's issued by the world's largest banks monthly, In Force fixed annuities paying 4% to 7% a year issued by the largest insurance companies in the world and debt free land banking. We teach individuals how to retire income tax free and how to send their children to college for wholesale rather than retail.
Keywords: Life Insurance, Property & Casualty Insurance, CD's Annuities, Tax Free Retirement, College Planning, Health Insurance, Disability Insurance, Indexed Universal Life Insurance, Return of Premium Term Insurance, Financial Planning, Retirement Planning, Long Term Care Insurance
We offer all types of insurance for companies and individuals including health, long term care, indexed universal life, return of premium term insurance, and property & casualty insurance. We also offer FDIC Insured market Liked CD's issued by the world's largest banks monthly, In Force fixed annuities paying 4% to 7% a year issued by the largest insurance companies in the world and debt free land banking. We teach individuals how to retire income tax free and how to send their children to college for wholesale rather than retail.
Keywords: Life Insurance, Property & Casualty Insurance, CD's Annuities, Tax Free Retirement, College Planning, Health Insurance, Disability Insurance, Indexed Universal Life Insurance, Return of Premium Term Insurance, Financial Planning, Retirement Planning, Long Term Care Insurance
Customer Reviews for Circle of Safety Financial Advisors
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Interview Q&A
How long have you been in business?
Circle of Safety Financial Advisors was formed in 2013 and we opened our office in the fall of 2013. Our associates vary in the length of time in the financial services industry with the longest associate having over 34 years in the industry. Our website is www.circleofsafetyadvisors.com.
What is your primary product or service?
All Lines of Risk Insurance, i.e., Retirement, Business Liability, Personal Lines, Commercial Lines, Property & Casualty and Life and Health Insurance. FDIC Insured Market Linked CD's issued monthly by the largest banks in the world, In Force Fixed Annuities from the major insurance carriers paying a guaranteed rate of return of 4% to 7% a year. Debt free land banking.
How did you first become interested in your line of business? (if owner) - What is your background? (If owner or store manager)
Our founder began his career as a National Marketing Director for a subsidiary of EF Hutton & Company in 1980. He was involved in helping individuals and institutions to invest over $2 billion during the course of the first 30 years of his career. His goal in establishing Circle of Safety Advisors is to share the knowledge that he has learned with the companies associates and clients.
How do you differentiate yourself from other businesses in your category and area?
We do not offer any investments that are designed to loose principal. We teach individuals how to retire income tax free! We have access to over 100 insurance companies that will compete for our clients business. As an Independent Broker we are not bound to sell our clients only the financial products offered by the firm that we are associated with.
How many locations do you have and do you have plans to expand?
We currently have approximately ten associates that help individuals find safe and secure investments as well as teach them how to retire tax free with living benefits. We are actively seeking associates that are in or want to be in the insurance industry, to provide their clients with additional financial products that most firms do not have, and that do not want to be bound to only selling the products that are offered by their firm.
Provide detailed directions to your location
Mapquest your location to 16520 Wedge Parkway, Suite 200, Reno, NV 89511 or call our Office Manager, Karis Holman's, cell phone at 775-544-9500. If you prefer, please email us at karis@karis.ws.
What type of payments do you accept?
EFT, Check, Credit Card, No CASH Please
Which areas do you service?
We operate throughout the United States on a demand basis.
Who owns your company or runs daily operations?
Karis Holman, 775-544-9500, karis@karis.ws.
What are your hours of operation?
8 am to 5 pm during the work week, however we are available for consultation at any time.
What is the best compliment anyone can give you?
Referring their friends and relatives.
What is your favorite quote or Bible verse?
As you sow so shall ye reap!
Circle of Safety Financial Advisors was formed in 2013 and we opened our office in the fall of 2013. Our associates vary in the length of time in the financial services industry with the longest associate having over 34 years in the industry. Our website is www.circleofsafetyadvisors.com.
What is your primary product or service?
All Lines of Risk Insurance, i.e., Retirement, Business Liability, Personal Lines, Commercial Lines, Property & Casualty and Life and Health Insurance. FDIC Insured Market Linked CD's issued monthly by the largest banks in the world, In Force Fixed Annuities from the major insurance carriers paying a guaranteed rate of return of 4% to 7% a year. Debt free land banking.
How did you first become interested in your line of business? (if owner) - What is your background? (If owner or store manager)
Our founder began his career as a National Marketing Director for a subsidiary of EF Hutton & Company in 1980. He was involved in helping individuals and institutions to invest over $2 billion during the course of the first 30 years of his career. His goal in establishing Circle of Safety Advisors is to share the knowledge that he has learned with the companies associates and clients.
How do you differentiate yourself from other businesses in your category and area?
We do not offer any investments that are designed to loose principal. We teach individuals how to retire income tax free! We have access to over 100 insurance companies that will compete for our clients business. As an Independent Broker we are not bound to sell our clients only the financial products offered by the firm that we are associated with.
How many locations do you have and do you have plans to expand?
We currently have approximately ten associates that help individuals find safe and secure investments as well as teach them how to retire tax free with living benefits. We are actively seeking associates that are in or want to be in the insurance industry, to provide their clients with additional financial products that most firms do not have, and that do not want to be bound to only selling the products that are offered by their firm.
Provide detailed directions to your location
Mapquest your location to 16520 Wedge Parkway, Suite 200, Reno, NV 89511 or call our Office Manager, Karis Holman's, cell phone at 775-544-9500. If you prefer, please email us at karis@karis.ws.
What type of payments do you accept?
EFT, Check, Credit Card, No CASH Please
Which areas do you service?
We operate throughout the United States on a demand basis.
Who owns your company or runs daily operations?
Karis Holman, 775-544-9500, karis@karis.ws.
What are your hours of operation?
8 am to 5 pm during the work week, however we are available for consultation at any time.
What is the best compliment anyone can give you?
Referring their friends and relatives.
What is your favorite quote or Bible verse?
As you sow so shall ye reap!
Contact Circle of Safety Financial Advisors:
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