What is a Financial Planner?A financial planner or personal financial planner is a professional who prepares financial plans for people. These financial plans often cover cash flow management, retirement planning, investment planning, financial risk management, insurance planning, tax planning, estate planning and business succession planning for business owners.
Financial ProductsHere are a few of the financial products we assist clients with:
You may or may not qualify for all or any of the options above. The best way to find out your best options is to schedule a free consultation with our financial specialists today. |
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1616 Concierge Blvd Suite 101 Daytona Beach, Fl 32117 (904) 460-8120 Click Here to Email Us |
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I do not offer every plan available in your area. Currently I represent 10 organizations which offer 73 products in your area. Please contact Medicare.gov, 1-800-MEDICARE, or your local State Health Insurance Assistance Program (SHIP) to get information on all of your options. Federal Contracting Statement (FCS) This is model content through which plans must convey that they have a contract with Medicare and that enrollment in the plan depends on contract renewal. Organizations must include the FCS on all marketing materials except: banners and banner-like advertisements, outdoor signs, text messages, social media or envelopes. The Medicare Dude represents Medicare Advantage [HMO, PPO, and PFFS] organizations that have a Medicare contract. Enrollment depends on the plan’s contract renewal. The Medicare Dude, DBA is not a government entity.