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:
Hon. Michael L. Gudis (RFC®), CEP, CSA, EA, MBA
(352) 795-2044
253 N.W. Bay Path Dr.
Crystal River, FL
Company
Michael L. Gudis
Qualifications
Education: BA MBA
Years of Experience: 43
Membership
IARFC, FPA, NAIFA, NICEP
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, Pension Planning, Retirement Planning, Medicaid Planning, Tax Planning, Tax Returns, Seminars Work, Employee Benefits, Stocks and Bonds, Mutual Funds, Mortgage Loans, CD Banking, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Medical Insurance, Charitable Planning, Healthcare Accounts

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:
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. 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:
Brian Harner
4010 W Boy Scout Blvd
Tampa, FL
Company
Company: Principal Financial Group
Education
Pennsylvania State University
Years Experience
Years Experience: 15
Service
College Planning,Wealth Engineering,Pension for Highly Compensated Owners,Stock Market Alternative,Wealth Management,Health Care Insurance,Retirement Planning,Long-Term Health Care Planning,Business Succession & Liquidation Planning,Estate Tax Planning,Asset Protection Strategies & Planning,Individual Income Tax Planning,Long-term Care Insurance,Portfolio Engineering,Mortgage Refinancing,IRA, 401k, Roth IRA, QDRO Rollovers,CD Alternative,Disability Insurance,Annuities,Alternative Asset Class Pla

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:
Mark Campbell C.R.P.C.
1401 Manatee W
Bradenton, FL
Company
Title: Vice President, Senior Financial Advisor
Company: Merril Lynch
Type
Investment Advisor Rep: Yes
Registered Investor: Yes
Education
University of Georgia
Years Experience
Years Experience: 16
Service
High Yield Bank Accounts,401k Rollover From Employer,Income for Life/ Preserve Principal,Wealth Management,Life Insurance,Investment & Portfolio Management,Commission-Only Financial Planning (Full Disclosure),Insurance & Risk Management Planning,Retirement Income Distribution Planning,Education Funding & Financial Aid Planning,Pension for Highly Compensated Owners,Stock Market Alternative,Reverse Mortgage,Health Care Insurance,Retirement Planning,Investment Consulting & Allocation Design,Busines

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