We specialize in helping our clients in their efforts to achieve and maintain their financial independence. We believe that excellence in service is achieved by treating clients like family. We, at US Financial, treat every client as a member of our family and develop a caring and long-term relationship.
John K Anwar is an insurance professional and does not render legal or tax advice. State laws vary widely but may provide life insurance and annuities with certain asset protection benefits. Clients should consult their own legal and tax advisors before implementing any plan. Our clients have varied estate and tax issues that they want to address through estate plans.
John K Anwar is an insurance professional and does not render legal or tax advice. State laws vary widely but may provide life insurance and annuities with certain asset protection benefits. Clients should consult their own legal and tax advisors before implementing any plan. Our clients have varied estate and tax issues that they want to address through estate plans.
Services
We specialize in helping our clients in their efforts to achieve and maintain their financial independence. I have been assisting retirees and pre-retirees like you in Charlotte and the surrounding areas for over 25 years. I take my job very seriously and consider it extremely rewarding. Bringing a sense of freedom and security to the lives of my clients truly adds joy to my life.
As the saying goes "There is no such thing as a free lunch", please accept a delicious dinner in exchange for the most valuable commodity you have - your time. If you have money invested in 401(k)s, IRAs, Annuities, CDs, Stocks, Bonds, Mutual Funds, or any other Retirement Accounts, you really don't want to miss this special event!
At U.S. Financial Services, Inc., it is our desire to provide the highest quality of customer service to our clients. We want you to feel that you are being treated as a member of our family rather than simply a name on a policy. Family Rewards allows us to reward clients for taking the time to refer friends and family and inviting them to hear about safe-guarding their retirement assets.
A Fixed Indexed Annuity (FIA) is a fixed annuity that provides a guaranteed lifetime income and interest rate while preserving and protecting your investment premium. You do not pay taxes on your premium or interest until you take withdrawals or receive income. Unlike traditional fixed annuities, additional interest may be earned based on positive changes in commonly used financial indices such as the S&P 500 or the Dow Jones Industrial Average.
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