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:
Elizabeth D. Stewart (RFC®), CFP
(407) 849-1123
234 Pasadena Place
Orlando, FL
Company
Ameriprise Financial Services, Inc
Qualifications
Education: BS in Healthcare AdministrationCFP
Years of Experience: 19
Membership
IARFC, FPA
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, Pension Planning, Retirement Planning, Medicaid Planning, Tax Planning, Seminars Work, Stocks and Bonds, Mutual Funds, CD Banking, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Medical Insurance, Charitable Planning, Education Plan, BuySell, Compensation Plans

Data Provided by:
Kirk Barr Young (RFC®), CEP, CFP, CHFC, CLU, CSA
(407) 622-0018
400 West Morse Blvd. Suite 220
Winter Park, FL
Company
BARR Financial Services, LLC
Qualifications
Education: BS - FinanceMinor - Accounting
Years of Experience: 25
Membership
IARFC, MDRT, FPA, SFSP, NAIFA, NICEP
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, Pension Planning, Executive Compensation Planning, personal Coach, Retirement Planning, Tax Planning, Seminars Work, Stocks and Bonds, Mutual Funds, Mortgage Loans, CD Banking, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Charitable Planning, BuySell, Compensation Plans

Data Provided by:
Mr. Aaron P. Sevigny (RFC®), CEP
(239) 992-9927
24850 Burnt Pine Drive
Bonita Springs, FL
Company
Acadia
Qualifications
Education: BA with Honors in Economics from Ursinus College (Phi Beta Kappa)General Securities Representative, FINRA Series 7Uniform State Law and Investment Advisor Representative License, FINRA Series 66General Securities Principal, FINRA Series 24
Years of Experience: 17
Membership
IARFC, NICEP
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, Pension Planning, Executive Compensation Planning, Retirement Planning, Tax Planning, Tax Returns, Seminars Work, Employee Benefits, Stocks and Bonds, Mutual Funds, CommOptions, CD Banking, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Charitable Planning, Asset Protection, BuySell, 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. John Prokos (RFC®), RFP
(561) 447-4468
10375 Rio Lindo
Delray Beach, FL
Company
Securities America, Inc.
Qualifications
Education: BA, St.Lawrence Univ.NASD Series 7,24,63
Years of Experience: 27
Membership
IARFC
Services
Invoice, Portfolio Management, Pension Planning, Executive Compensation Planning, Retirement Planning, Tax Planning, Seminars Work, Employee Benefits, Stocks and Bonds, Mutual Funds, CD Banking, Annuities, Life Insurance, Long Term Care Insurance, Medical Insurance, Group Insurance, Charitable Planning, Asset Protection, BuySell, Compensation Plans

Data Provided by:
Bruno Pouliot
13790 NW 4th St
Sunrise, FL
Company
Title: CRPC, Chartered Retirement Planning Counselor
Education
FLORIDA ATLANTIC UNIVERSITY, B.A. 1995
BROWARD COMMUNITY COLLEGE A.S. 1993
Years Experience
Years Experience: 15
Service
Portfolio Engineering,Pension for Highly Compensated Owners,Stock Market Alternative,Wealth Management,Disability Insurance,Annuities,Alternative Asset Class Planning,Investment Consulting & Allocation Design,Business Succession & Liquidation Planning,Estate Tax Planning,Asset Protection Strategies & Planning,Captive Insurance,Mortgage Refinancing,IRA, 401k, Roth IRA, QDRO Rollovers,CD Alternative,Medicare Planning,Life Insurance,Investment & Portfolio Management,Long-Term Health Care Planning,A

Data Provided by:
Mr. Chet Mundzak (RFC®), LUTCF
(813) 814-5991
8809 N. River Road
Tampa, FL
Company
Mundzak Financial Services
Qualifications
Years of Experience: 20
Membership
IARFC
Services
Invoice, Estate Planning, Retirement Planning, Seminars Work, Employee Benefits, Stocks and Bonds, Mutual Funds, CD Banking, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Group Insurance, Charitable Planning, Asset Protection, BuySell, Compensation Plans

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