Chris Zerafa
I help business owners find ways to save more money and retire the way they deserve.
- Role
- Financial Professional at Zerafa Financial
- Location
- Mesa, AZ, US
- LinkedIn followers
- 500 followers
About Chris Zerafa
Catholic | AZ/MI | FishingHave you ever missed an opportunity - a deal, an investment, a piece of equipment - because your money was locked away and illiquid? Are you sick of relying on banks, high-interest loans, or credit lines every time you need capital? Does it bother you that your retirement is tied to a market you can’t control? Are you tired of hearing “there’s nothing else we can do” while you cut massive checks to the IRS every year?You shouldn’t have to live like that.I’m Chris Zerafa, Founder of Zerafa Financial, a financial services company dedicated to helping business owners find ways to save more money and retire the way they deserve.We build financial systems that give you liquidity, control, guaranteed growth, and tax free access to wealth.Here\'s how I can help with my 4 Tier system for business owners:Tier 1: Tax Reduction & Retirement• Defined benefit plans• Cash balance plans• 412(e)(3) fully insured plans• AnnuitiesTier 2: Liquidity & Control• High cash value whole life insurance• Become your own bank (Infinite banking concept)• Guaranteed growth• Tax free use of money• Creditor protectionTier 3: Business Protection & Employee Retention• Key man insurance• Buy/sell funding• Executive bonus plans• Group life insuranceTier 4: Succession, Legacy & Family Planning• Guaranteed lifetime income• Family life insurance plans• Multi generational planning• Tax free wealth transfer• Estate planning coordinationFor Individuals & Families• Term life insurance• Whole life insurance• Child policies• Annuity rollovers• Guaranteed lifetime incomeAbove all, we are a Catholic company and all of our work is to glorify Jesus Christ! If you\'re ready to build a plan to create a more secure, predictable financial future, send me a direct message on LinkedIn. I look forward to helping you win even more!
Experience
Financial Professional
Jul 2023 — Present · Mesa, AZ, US
We help business owners find ways to save more money and retire the way they deserve.
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