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. Martin D. Rosenthal (RFC®), CFP
(954) 769-0837
15800 Pines Blvd. #202
Pembroke Pines, FL
Company
Guardian Financial
Qualifications
Education: BS
Years of Experience: 14
Membership
IARFC, FPA
Services
Invoice, Estate Planning, Portfolio Management, Trustee Service, Retirement Planning, Tax Planning, Stocks and Bonds, Mutual Funds, CD Banking, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Group Insurance, Charitable Planning, Education Plan, Charitable Foundations, Compensation Plans

Data Provided by:
Mr. Karl A. Weinrich (RFC®), CFP
561 994 6020 x201
6971 N. Federal Hwy., Suite 100
Boca Raton, FL
Company
Weinrich & Associates, Inc.
Qualifications
Education: CFP,RFC,CRC
Years of Experience: 43
Membership
IARFC, FPA, NAPFA
Services
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

Data Provided by:
Dr. David S. Wimberly (RFC®), CHFC, CLU, CPA, MBA, RFP
(850) 219-5750
6811 Donerail Trail
Tallahassee, FL
Qualifications
Education: B.S. Florida State University 1973;M.Acc. Florida State University 1975;M.S., University of Florida 2008;
Years of Experience: 36
Membership
IARFC, AICPA
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, Trustee Service, Pension Planning, Executive Compensation Planning, Retirement Planning, Tax Planning, Tax Returns, Family Offices, Collectable Coins , Precious Metals, Life Insurance, Business Coach, Charitable Planning, Charitable Foundations, 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:
Glenn Hight
2702 E. Robinson St.
Orlando, FL
Company
Title: Financial Representative
Company: Delaney Park Financial
Education
University of Central Florida
B.S. in Business Administration
M.A. in Organizational Management
Service
Retirement Planning,Annuities,Asset Protection Strategies & Planning,Life Insurance,Investment & Portfolio Management

Data Provided by:
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:
Shaker M. Sherif (RFC®), CSA, MBA
(813) 637-6320
4830 West Kennedy Blvd. Suite 800
Tampa, FL
Company
Sherif Financial Group, LLC
Qualifications
Education: MBA, BA
Membership
IARFC
Services
Invoice, Estate Planning, Business Planning, Pension Planning, Executive Compensation Planning, Retirement Planning, Employee Benefits, Stocks and Bonds, Mutual Funds, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Medical Insurance, Group Insurance, Charitable Planning, 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