Getting Life Insurance Ponte Vedra Beach FL
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Mike Lawrence
1 San Jose Place
Jacksonville, FL
Mike Lawrence
1 San Jose Place
Jacksonville, FL 32257
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. Richard H. Howard (RFC®), CEP, CSA
904-636-9307
5209 San Jose Blvd., Suite 103
Jacksonville, FL
Mr. Richard H. Howard (RFC®), CEP, CSA
904-636-9307
5209 San Jose Blvd., Suite 103
Jacksonville, FL 32207
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:
James Russell
756 County Road 13 South
Saint Augustine, FL
James Russell
756 County Road 13 South
Saint Augustine, FL 32092
Company
Title: Money Manager
Company: Common Sense Financial Investing.com
Type
Investment Advisor Rep: Yes
Registered Investor: Yes
Years Experience
Years Experience: 25
Service
College Planning,Pension for Highly Compensated Owners,Stock Market Alternative,Wealth Management,Life Insurance,Investment & Portfolio Management,Long-Term Health Care Planning,Business Succession & Liquidation Planning,Estate Tax Planning,Asset Protection Strategies & Planning,Individual Income Tax Planning,High Yield Bank Accounts,IRA, 401k, Roth IRA, QDRO Rollovers,CD Alternative,Disability Insurance,Retirement Planning,Real Estate Investment Planning,Annuity Ideas & Strategy Planning,Planni
Data Provided by:
Paul Rogers
809 North Dixie Hwy
West Palm Beach, FL
Paul Rogers
809 North Dixie Hwy
West Palm Beach, FL 33401
Company
Company: Alpha Investment Advisory & Management, Inc.
Type
Investment Advisor Rep: Yes
Registered Investor: Yes
Years Experience
Years Experience: 20
Service
Investment Consulting & Allocation Design,Business Succession & Liquidation Planning,Estate Tax Planning,Asset Protection Strategies & Planning,Individual Income Tax Planning,Fee Only Portfolio Management,Wealth Engineering,401k Rollover From Employer,Income for Life/ Preserve Principal,Disability Insurance,Retirement Planning,Long-Term Health Care Planning,Annuity Ideas & Strategy Planning,Planning For Personal Finances & Budgeting,Retirement Income Accumulation Planning,Business Income Tax Pla
Data Provided by:
Glenn Hight
2702 E. Robinson St.
Orlando, FL
Glenn Hight
2702 E. Robinson St.
Orlando, FL 32803
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:
Richard A. Johnson (RFC®), CFP
904 262 0888
11363 San Jose Blvd Ste 100
Jacksonville, FL
Richard A. Johnson (RFC®), CFP
904 262 0888
11363 San Jose Blvd Ste 100
Jacksonville, FL 32223
Company
Rick Johnson Family Office LLC
Qualifications
Education: 88 hours completedUniversity of Arkansas-Little Rock
Years of Experience: 26
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. George W. Atkinson (RFC®), LUTCF
904 380-4034
One Independent Drive, Suite 2901
Jacksonville, FL
Mr. George W. Atkinson (RFC®), LUTCF
904 380-4034
One Independent Drive, Suite 2901
Jacksonville, FL 32202
Company
Sagemark Consulting
Qualifications
Education: AA, BA
Years of Experience: 14
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:
Gerard Stellwagen
901 Venetia Bay Blvd
Venice, FL
Gerard Stellwagen
901 Venetia Bay Blvd
Venice, FL 34285
Company
Title: President
Company: Wealth Advisors LLC
Type
Investment Advisor Rep: Yes
Registered Investor: Yes
Education
Pace University, BBA (Cum Laude) 1972
Baruch College MBA (Tax) Candidate 1976
Years Experience
Years Experience: 30
Service
Disability Insurance,Retirement Planning,Long-Term Health Care Planning,Business Succession & Liquidation Planning,Retirement Income Distribution Planning,Business Income Tax Planning,Annuities,Alternative Asset Class Planning,Annuity Ideas & Strategy Planning,Estate Tax Planning,Asset Protection Strategies & Planning,Fee-Only Comprehensive Financial Planning,Life Insurance,Investment & Portfolio Management,Investment Consulting & Allocation Design,Insurance & Risk Management Planning,Retirement
Data Provided by:
Joseph Horton
8930 SE Ceres
Hobe Sound, FL
Joseph Horton
8930 SE Ceres
Hobe Sound, FL 33445
Service
Stock Market Alternative,Annuities,Annuity Ideas & Strategy Planning,IRA, 401k, Roth IRA, QDRO Rollovers,Life Insurance,Long-Term Health Care Planning,401k Rollover From Employer,CD Alternative,Retirement Planning,Asset Protection Strategies & Planning
Data Provided by:
Jim McCarty (RFC®), CLU, LUTCF, RHU
386 304 9684
2545 S. Atlantic Ave., #2108
Daytona Beach, FL
Jim McCarty (RFC®), CLU, LUTCF, RHU
386 304 9684
2545 S. Atlantic Ave., #2108
Daytona Beach, FL 32118
Qualifications
Years of Experience: 37
Membership
IARFC, MDRT, NAIFA, GAMA
Services
Invoice, personal Coach, Retirement Planning, Life Insurance, Disability Income Insurance, Business Coach, Compensation Plans
Data Provided by:
Data Provided by:
