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Address:

5101 N. 12th Ave., 2nd Floor
Pensacola, FL 32504

Phone:

850.710.0995

Fax/Other:

Financial Consult, Investment choices, Mutual Funds | Pensacola, FL

Our complimentary consultations are fun, low-key, and relaxed.  When we meet, we are going to spend our time educating you about different financial concepts.  It's not about a transaction, but about building a relationship so we can work together towards your financial success.

 

A Written Financial Plan - We use a simple but comprehensive tool that serves as a blueprint to help you on your journey toward your financial future.

Insurance Strategies (Life Insurance, Disability Insurance, Long Term Care Insurance) - Recommending policy changes when appropriate.  Helping to find the best policy for your situation.  Term Life insurance you can also use while you're still alive if you get a critical, chronic, or terminal illness.

Investment Management (Mutual Funds, Managed Money, Investment Advisory Services) - Determining your asset allocation needs.  Helping you understand your risk tolerance.  Recommending the appropriate investment vehicles to help you reach and exceed your goals through the use of qualify professional portfolio management.

Individual Retirement Plans (Traditional and Roth IRA's) - Determining how much you need to retire comfortably.  Managing assets before and during retirement.

Business Retirement Plans (SEP, Simple IRA, and 401(k) plans) - Making the most of your employer-sponsored retirement plans and IRA's.

College Savings Plans (529 Plans, Coverdell ESA's) - Recommending investment and accumulation strategies to help you pay for your children's education.

Annuity products (Fixed Annuities, Indexed Annuities, Variable Annuities)

As an independent financial services firm, we are committed to providing a financial education to our clients, so they can make informed choices for their financial future.