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Our Specialized Alliances

Cash Value Life/
Dividend Investment
Lafayette Life
Ohio National Life
Mass Mutual Life
 
Index Annuity Investment
Lafayette Life Ins. Co.
Allianz Life Ins. Co.
Jackson Notional Life Ins. Co.
Lincoln Benefit Life Co.
 
Mutual Funds
Vanguard Funds
American Funds
Critical Illnesses Diagnosis
(Lump sum cash)
Assurity Insurance Co.
Mutual of Omaha
 
Disability Income Protection
Ohio National Insurance
Guardian Insurance
Berkshire Life Insurance
 
Long Term Care
(home care/nursing facility)
Mass Mutual Insurance
Prudential Insurance
Allianz Insurance

 

Below are the lists of other Professionals and their services which are in no way affiliated with Prudent Financial, LLC and its staff:
   
Will and Trust Services
Karen G. Loulakis
Attorney at Law
Work: 301-907-9030
or 703-506-9440
Bethesda,  Maryland

kloulakis@pklawgroup.com
www.pklawgroup.com 
A. Derek Robinson
Attorney at Law
Work: 919-933-2700
Chapel Hill, North Carolina

adr@rlfpa.com
www.rlfpa.com
   
Accounting Services
Norma L. Scites 
Work: 301-922-6853
nscites@verizon.net  
Bowie, Maryland    
Wayland T. Brown
Work: 919-806-5218
Cell: 919-308-1037
Durham, North Carolina
   
Loan Services  
 
Ernest Jenkins, Sr.
Sr. Loan Officer
Superior Home Mortgage Corp.
Work: 301-343-0948
Bowie, Maryland
 
   

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At Prudent Financial, we guide our clients to systematize a strategy that will identify their financial potential and future results that are measured by their present financial position, their desire to improve, commitment, discipline and consistency in implementation. These elements define the basis for our clients' relative financial success. Please note: our advice is based on facts and realities, we do not dictate to our clients nor are we liable for their failure to implement any of our advice.


The Lifetime Economic
Acceleration ProcessTM
is adding value to life in this complex economic world for individuals and families, business executives, medical
professionals and retirees.
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