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Louie Penalba

Penalba Pensions & Insurance

Member profile details

Membership level

Miami Individual

First name

Louie

Last name

Penalba

Title

Broker

Company

Penalba Pensions & Insurance

XPX Chapter Email Lists

Miami News & Events

CONTACT INFORMATION

City

Miami

State

Florida

PROFILE INFORMATION

Call me when

Business & Estate Planning, Tax Free Retirement Income

Why I/we support XPX

We will execute our customers wishes.

Profession

Insurance

Functional Expertise

Communications
Employee benefits
Estate planning
Exit/Transition Planning
Family business
Fiduciary
Finance
Human Resources
Marketing
Public relations
Retirement
Risk management
Sales
Tax
Trusts

Client Industry(ies)

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

In Business Since

1982

How to contact

305-385-8050

Website

www.retirementsolutionsinfo.com

LinkedIn profile link

https://www.linkedin.com/in/louiepenalba/

Twitter name

@LouiePenalba

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 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