We are a full-service organization, with a number of specialities.
Targeted planning for specific goals
Assistance in the selection of investment vehicles
Annuities
Retirement Planning
Goal setting
Making your money last as long as you
do
SIMPLE TAX RETURNS FREE FOR CLIENTS.
SAVING YOUR NESTEGG FROM YOUR IN-LAWS
Financial Planning Center free training classes
1.Longterm care partnership 2.Annuities
and how they work 3.Principles of retirement planning 4.Estate planning class 5.Tax reduction techniques 6.Identity theft protection
Call us to reserve a seat for any classs you would like to attend. And
remember its free.
Phone (850) 769-5141 Toll Free (866) 769-5141 or just Fax
us at (850)763-8885
