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Jeffrey Hines

Tax Strategist at Excel Empire Tax Strategist

Fort Lauderdale, Florida

Quick Answer

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™

Contact Jeffrey Hines in Fort Lauderdale, Florida

Phone: 954-245-2002

Email: [email protected]

Website: https://excelempire.com/

Areas of Expertise in Fort Lauderdale, Florida

Indexed AnnuitiesLife InsuranceRetirement Income PlanningWealth TransferTax Planning

About Jeffrey Hines — Fort Lauderdale, Florida

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. His broad expertise enables him to provide well-rounded, client-focused financial solutions. Guided by a strong ethical foundation, Jeffrey 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 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 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 his dedication, professionalism, and positive impact on their financial well-being. Committed to integrity and client advocacy, Jeffrey Hines 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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Frequently Asked Questions About Jeffrey Hines & Financial Advisors in Fort Lauderdale, Florida

What services does Jeffrey Hines offer?

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.

Why work with an independent financial advisor?

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.

Is Jeffrey Hines SafeMoney Certified?

Yes, Jeffrey Hines is SafeMoney Certified™, demonstrating specialized expertise in safe money strategies and retirement income planning.

Is the initial consultation free?

Most SafeMoney.com advisors offer complimentary initial consultations. There's no cost or obligation to meet and discuss your retirement planning needs.

What should I expect in my first meeting?

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.