= Carlos Contreras, ChFC® | Miami Financial Advisor | Miami Financial Planning | Miami Financial Planner | Miami Retirement Planning


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Dependable Financial Planning Services in South Florida

The right combination of financial planning services from our friendly experts can help you to achieve your goals for the future. We offer unique services that are not available with many other financial management firms, and this enables us to better help you to prepare for tomorrow.

When you contact our office during our convenient business hours, you’ll receive personal assistance from our dedicated and detail-oriented team. With a free initial consultation with one of our experts, we’ll take the time to learn more about your needs and goals, and we’ll recommend solutions that may be right for you.

Get your Free Retirement Report!

For those of you who want to get started on the right foot with your finances in 2015, I will be offering a Free Retirement Report, no strings attached. Our free retirement report will help you answer the following questions:

  • When can I retire?
  • Should I save more money?
  • Can I maintain my lifestyle in retirement?

Our free retirement report will help you gain clarity on all of these questions and hopefully reduce your retirement anxiety. That’s it! It’s free and there is no obligation.You benefit by getting a snapshot of your future. We benefit by getting to know somebody new who may want to hire us for our advice long term.  How it Works:

Step 1: Contact Us. Click the “Plan for your Future” banner above and fill out the short form.
Step 2: Talk With Us. We will call you shortly to setup either a time to meet in person, via Skype, or just chat over the phone to help clarify your situation and to get started on your free retirement report.

Step 3: Achieve Your Goals. After we create the report for you, we will provide a clear understanding of how to

achieve your retirement goals, and how to modify your current saving and investing strategy.

[caption id="attachment_1197" align="alignnone" width="405"]Carlos Contreras, ChFC® Carlos Contreras, ChFC® – Biography[/caption]

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20900 NE 30 Ave, Suite 800

Aventura, Fl  33180




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