Louie Penalba
Penalba Pensions & Insurance
Miami,
Florida
Contact
How to contact
305-385-8050
Professional Profile
Call Me When
Business & Estate Planning, Tax Free Retirement Income
Professions
Insurance
Functional Expertise
Communications
Employee benefits
Estate planning
Family business
Fiduciary
Finance
Human Resources
Marketing
Public relations
Retirement
Risk management
Sales
Tax
Trusts
Exit/Transition Planning
Business Focus
As advisors, we help clients establish tax-free income at retirement by strategically leveraging vehicles like Roth IRAs, IUL and properly structured life insurance policies, optimizing their financial plans to minimize tax liabilities.
Client Industries
Agriculture/Mining
Business Services
Computer/Electronics
Consumer Services
Education
Energy/Utilities
Financial Services
Government
Health/Pharma/Biotech
Manufacturing
Media and Entertainment
Non-profit
Real Estate/Construction
Retail
Software/Internet
Telecommunications
Transportation/Storage
Travel/Recreation/Leisure
Wholesale/Distribution
Client Results
We assist private companies by providing tailored strategies to optimize cash flow, manage tax liabilities, and structure retirement plans, leveraging tools like 401(k)s, profit-sharing plans, and tax-advantaged investments to enhance financial plans
Chapter information
Membership
Miami Individual
Member since
New Member
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