HACKETTSTOWN, N.J., April 18, 2017 /PRNewswire/ -- Steve Cagnassola, an accomplished entrepreneur, business owner, and founder of Safe Money Umpire continues to transform lives and families across the country. He provides a comprehensive approach to everything factored in for quality, responsible financial management.
"We are a New Jersey based financial services firm that truly believes in educating retirees and pre-retirees about the importance of proper retirement planning. It's never too late to improve your financial situation or achieve your financial goals," he said. "My mission is to provide you with true knowledge so you can make better decisions regarding your finances. You've worked hard for your money, now it's time to enjoy life, and let your money work for you."
Borne from a passion for helping individuals navigate life's biggest events, which usually come with confusing financial commitments and planning obligations, Cagnassola, has helped thousands of individuals and business owners to save hundreds of thousands of dollars on their life insurance premiums.
"To help my clients, I conduct an audit of their current insurance and past policies that were forgotten or neglected by the previous agent that sold it to them," said Cagnassola, who has 20 plus years in the insurance and investment business. "Oftentimes, these life insurance agents can disappear, retire, or die without the client knowing it. Families are then unprotected and wrapped up in unneeded payments. Through one of my business ventures, Life Insurance Bloodhound, we sniff out the problem and fix it before it becomes costly."
Segueing off of Cagnassola's life insurance expertise, he is also adept in the new advantages and complimentary riders that are available on new life insurance policies today. He has written articles about critical and chronic illness riders. These riders enable individuals to gain access to the face amount of coverage in the event of a heart attack, stroke, or cancer. His expertise helps clients protect their families and their businesses by providing a lump sum of cash without having to die to gain access to it.
Naturally, after spending years advising on life insurance and lifelong financial planning for clients, Cagnassola began to explore the waters of retirement savings.
"Saving people money on their coverage grew into a safe haven for their retirement savings," said Cagnassola. "Through the use of a simple strategy called Safety of Principal Plus interest, I have been able to allow individuals to protect their life savings, grow with confidence, and provide an income that they could never outlive."
With SafeMoneyUmpire.com, site visitors can access On-demand videos that help them pursue the kind of retirement they want to lead. The site also hosts free downloadable workbooks that can be shared with friends or family. Complementary to Safe Money Umpire, Cagnassola founded MyRetirementEducation.com and Cloud9Retirement.com to provide a comprehensive financial management option to his serious clients.
But, before any of the life insurance, beneficiary, financial management, or retirement services are pursued by Cagnassola, he offers tax planning. Tax Planning USA provides a unique audit and a cost recovery program that help business owners recover costs associated with paying too much property tax. Cagnassola provides simple tax planning services as well, like cell phone audits and merchant service account audits.
"Throughout my entire career, I always have tried to provide value to my prospective clients, always prior to engaging my services or doing any type of business with them," said Cagnassola. "What started out as just a savings opportunity for clients morphed into something bigger – something about total life value today. Now, I offer the ability to provide a no-cost audit of their business for a comprehensive overview before any financial planning is underway."
Tax Planning USA, to date, has saved clients between 21 and 55 percent of their annual costs. After working with the firm, the average client sees $80,000 to $300,000 in savings.
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SOURCE Safe Money Umpire