Tax Strategist at Excel Empire Tax Strategist
Fort Lauderdale, Florida
Jeffrey Hines, Tax Strategist, is a licensed independent financial professional at Excel Empire Tax Strategist in Fort Lauderdale, Florida with 10+ years of experience. Specializing in Indexed Annuities, Life Insurance, Retirement Income Planning. As an independent advisor, they offer personalized retirement planning guidance from multiple providers with no pressure to buy specific products.
✓ SafeMoney Certified™
Phone: 954-245-2002
Email: [email protected]
Website: https://excelempire.com/
Licensed Independent Financial Professional · 10+ Years Experience · SafeMoney Certified™
Jeffrey Hines is a licensed insurance agent with a diverse background in mortgage lending, financial analysis, real estate, and radio broadcasting. He collaborates with Excel Empire Tax Strategist in Fort Lauderdale, Florida, providing well-rounded, client-focused financial solutions.
Guided by a strong ethical foundation, Jeffrey Hines prioritizes his clients' best interests by analyzing all options to safeguard their wealth. Inspired by innovative ideas, he reentered the insurance field to deliver unique, high-impact strategies such as the Flex Plan—a structure that enables clients to "make one dollar work twice," maximizing returns while ensuring financial security.
In addition to his insurance expertise, Jeffrey Hines collaborates with Excel Empire to offer advanced tax strategies. Recognizing the gaps in traditional CPA services, he helps clients navigate complex tax codes to uncover significant savings. Excel Empire guarantees a 30% tax savings for business owners and commercial property owners they accept, ensuring measurable value or no charge for their services.
Jeffrey Hines stays current with the latest financial strategies by attending educational events and mastermind groups, ensuring his clients benefit from cutting-edge insights. He values clear communication and plans to launch an email newsletter to keep clients informed about financial trends.
Testimonials from satisfied clients highlight Jeffrey Hines's dedication, professionalism, and positive impact on their financial well-being. Committed to integrity and client advocacy, he continues to build trust and deliver exceptional service in all his professional endeavors.
Contact Jeffrey today to discuss your retirement planning needs in Fort Lauderdale, Florida.
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Jeffrey Hines at Excel Empire Tax Strategist offers Indexed Annuities, Life Insurance, Retirement Income Planning in Fort Lauderdale, Florida. As an independent licensed financial professional, they provide personalized recommendations from multiple providers.
Independent advisors aren't tied to a single company's products, so they can recommend the best solutions for your specific needs. They focus on education first, helping you understand all your options before making decisions.
Yes, Jeffrey Hines is SafeMoney Certified™, demonstrating specialized expertise in safe money strategies and retirement income planning.
Most SafeMoney.com advisors offer complimentary initial consultations. There's no cost or obligation to meet and discuss your retirement planning needs.
Your first meeting typically covers your current financial situation, retirement goals, risk tolerance, and timeline. The advisor will explain different safe money options and answer your questions without pressure to buy anything.