Wealth management is a high-level professional service that combines financial and investment advice, accounting and tax services, retirement planning and legal or estate planning for one set fee.
Financial Planning is an ongoing process to help you make sensible decisions about money that can help you achieve your goals in life.
Estate planning is the process of anticipating and arranging, during a person's life, for the management and disposal of that person's estate during the person's life and at and after death, while minimizing gift, estate, generation skipping transfer, and income tax.
Life insurance is different than any other kind of insurance. Someone – the policyholder, their loved ones, their business, a charity – will ultimately receive a benefit. Your investment isn't a back-up plan ... it's a definite plan. We can audit your current policies to see if they are built to accomplish what you purchased them for.
352-369-1120 ext 126
112 E Fort King St. Ocala, FL 34471
Monday – Thursday | 8:00 am – 5:00 pm Friday | 8:00 am – 12:00 pm
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