Who is CLAUSA, Inc?
CLAUSA, Inc. is a Financial Services Company that helps clients with financial planning. We have a conservative, safe approach to planning an asset preservation philosophy. We have planners that specialize in areas that concern you such as:
  
  • Strategic IRA planning
  • Legacy "Stretch" IRA Planning
  • IRA Roth conversions
  • Reducing or eliminating taxes on Social Security
  • Federal Estate Tax planning
  • Catastrophic Illness planning (Long Term Care Insurance and Annuities)
  • Wealth Building/Estate Preservation
  • Surviving spouse needs
  • Maximizing income
  • Market-Indexed returns with no risk to principal
 

CLAUSA, Inc. does not charge fees to their clients. Commissions are paid to CLAUSA by insurance companies for selling their products. For example: if a client puts $10,000 dollars in an annuity, the entire $10,000 dollars goes to work immediately for the client. Our fee does not come from the client.

 
U.S. Chamber of Commerce Member 2005