As a Financial Professional with Prudential, I can help you with many of the financial questions you have - from evaluating insurance needs to helping you prepare for college costs or meeting your retirement goals. My promise: to work tirelessly to help you achieve your goals. At Prudential, we are dedicated to building and maintaining close relationships with our customers– relationships founded on trust, respect and integrity. No matter what stage of life you find yourself in, as a Prudential Financial Professional, I can help you find solutions to your financial challenges. So whether you're 'Just Starting Out,' 'Settling into Retirement,' or somewhere in between, let's discuss your current financial situation, goals and challenges – and together we can help you meet your challenges.
I'm Most Proud Of: When clients know I have gone the extra mile for their family or small business needs.
Life Happens. Being prepared makes all the difference.
You have options when it comes to your financial future - no matter your life situation.
Protecting Small Businesses
As a business owner, you have a lot to protect – your business, your employees and your family. Life insurance is often purchased for personal financial protection but can also help with three key areas of business planning: business continuation, executive compensation and retirement. We can help you unlock the value of your business to help you reach your goal of retiring without depleting the business’s capital.
Saving for Education
Paying for your child’s education without sacrificing your retirement can be a difficult balancing act. State-sponsored 529 plans are investment vehicles that let you make tax-free deposits for your child's future college costs. These common ways to save serve as just one tax-smart option to get you started. We’ll explore the right options for you.
Saving for Retirement
Get help reaching your retirement goals on your terms with an annuity, 401(k) or IRA. An annuity can be a way to provide retirement income and defer year-end taxes, and an IRA and 401(k) give you options to save for the next phase of your life. See if one or all of these retirement vehicles are right for you.
Property & Casualty: GAVariable Annuities: GA, TXSecurities License: GA, MA, TXVariable Life Insurance: GA( TX License #1646020)Fixed Annuities: GA, NC( TX License #1646020)Life Insurance: GA, NC( TX License #1646020)
Fred Bozzuto is associated with the Southern Financial Group Office, 3343 Peachtree Rd Ne, Suite 700, Atlanta, GA, 30326-1093, Managing Director: George Regan, Phone: 404-262-2600 . Fred Bozzuto offers investment advisory services through Pruco Securities, LLC (Pruco), doing business as Prudential Financial Planning Services (PFPS), pursuant to separate client agreement. Fred Bozzuto offers insurance and securities products and services as a registered representative of Pruco and an agent of issuing insurance companies. 1-800- 201-6690
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