Fire Insurance Middleburg FL

Rick Johnson Family Office LLC

Education: 88 hours completedUniversity of Arkansas-Little Rock
Years of Experience: 26

IARFC

Invoice, Estate Planning, Business Planning, Portfolio Management, Trustee Service, Pension Planning, Executive Compensation Planning, Retirement Planning, Medicaid Planning, Tax Planning, Seminars Work, Employee Benefits, Family Offices, Stocks and Bonds, Mutual Funds, CD Banking, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Medical Insurance, Group Insurance, Healthcare Accounts, Asset Protection, BuySell, Compensation Plans

Title: Branch Manager/Financial Advisor
Company: LPL Financial

Investment Advisor Rep: Yes

U. of Delaware / BA
Stonier School of Banking

Years Experience: 30

Life Insurance,Investment & Portfolio Management,Commission-Only Financial Planning (Full Disclosure),Estate Tax Planning,Asset Protection Strategies & Planning,Health Care Insurance,Retirement Planning,Investment Consulting & Allocation Design,Planning For Personal Finances & Budgeting,Retirement Income Accumulation Planning,Fee-Only Comprehensive Financial Planning,Disability Insurance,Annuities,Long-Term Health Care Planning,Annuity Ideas & Strategy Planning,Retirement Income Distribution Pla

Medicaid,Life Insurance,Investment & Portfolio Management,Long-Term Health Care Planning,Annuity Ideas & Strategy Planning,Planning For Personal Finances & Budgeting,Retirement Income Accumulation Planning,Business Income Tax Planning,Fee-Only Comprehensive Financial Planning,Captive Insurance,Life Settlements,Pension for Highly Compensated Owners,Stock Market Alternative,Reverse Mortgage,Medicare Planning,Health Care Insurance,Retirement Planning,Real Estate Investment Planning,Commission-Only

Weinrich & Associates, Inc.

Education: CFP,RFC,CRC
Years of Experience: 43

IARFC, FPA, NAPFA

Invoice, Estate Planning, Business Planning, Portfolio Management, Pension Planning, Executive Compensation Planning, Retirement Planning, Employee Benefits, Stocks and Bonds, Mutual Funds, CD Banking, Annuities, Life Insurance, Group Insurance, Charitable Planning, Charitable Foundations, Asset Protection, BuySell, Compensation Plans

Education: BS
Years of Experience: 31

IARFC, FPA, NAPFA, NAIFA

Invoice, Estate Planning, Portfolio Management, Pension Planning, Retirement Planning, Tax Planning, Tax Returns, Family Offices, Stocks and Bonds, Mutual Funds, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Auto Home Insurance, Education Plan, Asset Protection, LiabCover, Compensation Plans

Company: Lawrence Financial Services

University of Nevada at Las Vegas (UNLV)
BS in BA dual concentrations Finance and Risk Management/ Insurance

Years Experience: 30

Investment Consulting & Allocation Design,Planning For Personal Finances & Budgeting,Retirement Income Accumulation Planning,Fee-Only Comprehensive Financial Planning,Fee Only Portfolio Management,Pension for Highly Compensated Owners,Stock Market Alternative,Wealth Management,Health Care Insurance,Retirement Planning,Long-Term Health Care Planning,Insurance & Risk Management Planning,Retirement Income Distribution Planning,Hourly Financial Planning Engagements,Wealth Engineering,IRA, 401k, Roth

Company: Hayden Lipp Financial Services

Registered Investor: Yes

Carnegie Mellon U./ BS
University of Illinois/PhD
Universit of Memphis/MBA

Years Experience: 12

401k Rollover From Employer,Income for Life/ Preserve Principal,Alternative Investments,Annuities,Alternative Asset Class Planning,Annuity Ideas & Strategy Planning,Planning For Personal Finances & Budgeting,Asset Protection Strategies & Planning,Fee-Only Comprehensive Financial Planning,Portfolio Engineering,Pension for Highly Compensated Owners,Stock Market Alternative,Wealth Management,Life Insurance,Investment & Portfolio Management,Investment Consulting & Allocation Design,Insurance & Risk

Money Concepts International, Inc.

Education: BS - Financial & Estate Planning - Brigham Young University - 1980
Years of Experience: 29

IARFC, FPA

Invoice, Estate Planning, Business Planning, Portfolio Management, Pension Planning, Executive Compensation Planning, Retirement Planning, Tax Planning, Seminars Work, Stocks and Bonds, Mutual Funds, Collectable Coins , Precious Metals, CD Banking, Annuities, Life Insurance, Long Term Care Insurance, Education Plan, Healthcare Accounts, Asset Protection, BuySell, Compensation Plans

Company: Safety of Principle Wealth Management,LLC.

Investment Advisor Rep: Yes
Registered Investor: Yes

Wayne St. University

Years Experience: 11

Fee Only Portfolio Management,Income for Life/ Preserve Principal,Retirement Planning,Investment Consulting & Allocation Design,Retirement Income Accumulation Planning,Fee-Only Comprehensive Financial Planning,IRA, 401k, Roth IRA, QDRO Rollovers,Annuities,Alternative Asset Class Planning,Retirement Income Distribution Planning,Individual Income Tax Planning,401k Rollover From Employer,Wealth Management,Investment & Portfolio Management,Annuity Ideas & Strategy Planning,Asset Protection Strategie

Terzynski Associates

Education: University of Miami, Coral Gsbles, FL BEd 1972
Years of Experience: 28

IARFC

Invoice, Estate Planning, Business Planning, Portfolio Management, Pension Planning, Retirement Planning, Medicaid Planning, Seminars Work, Employee Benefits, Mortgage Loans, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Medical Insurance, Group Insurance, Healthcare Accounts, Asset Protection, BuySell, Compensation Plans