ABOUT
Marcelo Cardenal is a Senior Financial Consultant, Estate & Business Succession Planner at Acosta Insurance Group, which is Your 1# Source for estate planning, retirement planning, tax consulting, asset protection strategies, long term care planning & insurance... And your total financial planning solution for South Florida individuals and business owners. Whether you are just now starting to think about your retirement, or you need to develop a comprehensive estate planning solution, Acosta Insurance Group is here to guide you every step of the way. We offer a broad range of premium financial services and high-yielding investment products and the expertise to help you choose the investments right for you. In fact, we specialize in helping each of our clients achieve their financial goals through an unsurpassed commitment to personalized service and attention that is second to none.
Mr. Cardenal, welcomes the opportunity to answer any questions you may have, and his client-oriented approach is guaranteed to meet with your approval. We're your total retirement planning and estate planning solution!
Marcelo Cardenal holds a BA in Economics with a double major in Sociology from Florida International University. He also holds a Master's of Science in Financial Services (MSFS) from the Institute of Business and Finance. Mr. Cardenal holds several designations: Certified Fund Specialist (CFS), Certified Annuity Specialist (CAS), Certified Income Specialist (CIS), Certified Tax Specialist (CTS) and Certified Estate & Trust Specialist (CES) from the Institute of Business and Finance.
SERVICES
ESTATE & TAX PLANNING
Estate Planning - From simple wills and trusts to complex wealth transfer programs, our dedicated estate planning team can help you develop an estate planning solution that is right for both you and your heirs. In fact, estate advice, planning, and management for those age 65 and older is our specialty!
Tax Consulting - Whether you are an individual, partnership or corporation, our certified tax specialists are here to help you take maximum advantage of tax savings opportunities and minimize your tax burden.
RETIREMENT PLANNING
Retirement Planning - It's never to early or too late to start thinking about retirement! Retirement decisions can be complex, especially when tax and estate consequences are considered. So whether your retirement is twenty years away or right around the corner, we can help you develop a retirement savings plan that's right for you.
ASSET PROTECTION STRATEGIES
Asset Protection Strategies - We specialize in asset protection strategies, long term care planning and insurance solutions to help protect your assets against lawsuits, liens, and undesirables.
Other Services - We also offer a wide variety of other services to South Florida individuals, investors, and business owners including Personal Financial Planning and Business Continuation Strategies.
