Getting Life Insurance Jacksonville FL

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Mr. Richard H. Howard (RFC®), CEP, CSA
(904) 636-9307
5209 San Jose Blvd., Suite 103
Jacksonville, FL
Company
Safe Capital Group, Inc. / Wealth Trust Services, Inc.
Qualifications
Education: BSED
Years of Experience: 29
Membership
IARFC, FPA, NICEP
Services
Invoice, Business Planning, Retirement Planning, Tax Planning, Seminars Work, Annuities, Life Insurance, Medical Insurance, Group Insurance, Charitable Planning, Charitable Foundations, BuySell, LiabCover

Data Provided by:
Mike Lawrence
1 San Jose Place
Jacksonville, FL
Company
Company: Lawrence Financial Services
Education
University of Nevada at Las Vegas (UNLV)
BS in BA dual concentrations Finance and Risk Management/ Insurance
Years Experience
Years Experience: 30
Service
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

Data Provided by:
Mr. P. Christopher Music (RFC®), MBA
(727) 588-1540
601 Cleveland St Ste 501
Clearwater, FL
Company
Wealth Advisory Associates
Qualifications
Education: Bachelors of Business AdministrationMasters of Business AdministrationCertified Wealth Preservation PlannerCertified Asset Protection Planner
Years of Experience: 20
Membership
IARFC, MDRT, FPA
Services
Invoice, Business Planning, Portfolio Management, personal Coach, Retirement Planning, Tax Planning, Seminars Work, Stocks and Bonds, Mutual Funds, CD Banking, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Business Coach, Charitable Planning, Education Plan, Healthcare Accounts, Asset Protection, BuySell, Compensation Plans

Data Provided by:
Mr. James Gerard Huhn (RFC®)
(727) 398-2200
5600 Bay Pines Lakes Blvd.
St. Petersburg, FL
Company
Affiliated Planners, Inc.
Qualifications
Education: Series 7 - General Securities license. Series 66 - Uniform Combined State Law Exam.Florida Resident Life, Health and Variable Products license.Illinois non-resident agents licenses. Long-term Care Professional designation. Chartered Retirement Plann
Years of Experience: 14
Membership
IARFC
Services
Invoice, Estate Planning, Business Planning, Pension Planning, Executive Compensation Planning, Retirement Planning, Medicaid Planning, Tax Planning, Tax Returns, Seminars Work, Employee Benefits, Stocks and Bonds, Mutual Funds, CD Banking, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Medical Insurance, Group Insurance, Charitable Planning, Education Plan, Healthcare Accounts, Asset Protection, BuySell, Compensation Plans

Data Provided by:
Mr. Robert W. Wolfe (RFC®), EA
(407) 339-9000
1515 International Pkwy., #1001
Lake Mary, FL
Company
Wolfe Financial Group
Qualifications
Years of Experience: 17
Membership
IARFC
Services
Invoice, Business Planning, Portfolio Management, Pension Planning, Retirement Planning, Tax Planning, Tax Returns, Employee Benefits, Stocks and Bonds, Mutual Funds, CD Banking, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Education Plan, Asset Protection, Compensation Plans

Data Provided by:
Mr. George W. Atkinson (RFC®), LUTCF
(904) 380-4034
One Independent Drive, Suite 2901
Jacksonville, FL
Company
Sagemark Consulting
Qualifications
Education: AA, BA
Years of Experience: 14
Membership
IARFC, FPA
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, Pension Planning, Executive Compensation Planning, personal Coach, Retirement 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, Business Coach, Charitable Planning, Charitable Foundations, Asset Protection, BuySell, Compensation Plans

Data Provided by:
Richard A. Johnson (RFC®), CFP
(904) 262-0888
11363 San Jose Blvd Ste 100
Jacksonville, FL
Company
Rick Johnson Family Office LLC
Qualifications
Education: 88 hours completedUniversity of Arkansas-Little Rock
Years of Experience: 26
Membership
IARFC
Services
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

Data Provided by:
Mr. Michael J. Stone (RFC®), MBA
(239) 768-0841
6839 Porto Fino Circle
Ft Myers, FL
Company
Freedom Financial Advisors
Qualifications
Education: MBA Finance and Economics
Years of Experience: 21
Membership
IARFC
Services
Invoice, Estate Planning, Portfolio Management, Trustee Service, Retirement Planning, Tax Planning, Tax Returns, Stocks and Bonds, Mutual Funds, CD Banking, Annuities, Life Insurance, Long Term Care Insurance, Charitable Planning, Education Plan, Healthcare Accounts, Charitable Foundations, Asset Protection, BuySell, LiabCover, Compensation Plans

Data Provided by:
John P. Walsh (RFC®)
(561) 472-2000
Norht 11440 Jog Road
Palm Beach Gardens, FL
Company
Money Concepts International
Qualifications
Education: University of Detroit
Years of Experience: 45
Membership
IARFC
Services
Estate Planning, Business Planning, Retirement Planning, Medicaid Planning, Tax Planning, Seminars Work, Stocks and Bonds, Mutual Funds, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Medical Insurance, Charitable Planning, Education Plan, Healthcare Accounts, BuySell, Compensation Plans

Data Provided by:
Paul Porter
808 Polk Street
Hollywood, FL
Company
Title: Branch Manager/Financial Advisor
Company: LPL Financial
Type
Investment Advisor Rep: Yes
Education
U. of Delaware / BA
Stonier School of Banking
Years Experience
Years Experience: 30
Service
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

Data Provided by:
Data Provided by:
Mailing Address:
Jacksonville Magazine
1261 King St.
Jacksonville, FL 32204
TEL: (904) 389-3622
FAX: (904) 389-3628
E-mail: mail@jacksonvillemag.com