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OUR VISION:To be the greatest financial services company ever known to seniors throughout America.
OUR MISSION:
To systematically assist individuals enjoying retirement with the financial control and confidence they need and deserve. |
Why Choose Us?1. SPECIFICALLY DESIGNED...
For individuals currently in retirement or soon to enter retirement.
2. WRITTEN PERSONAL SERVICE GUARANTEE...
You choose from a quarterly, semi-annual or annual visit for a complete review of your accounts and to update your current position.
3. OUR UNIQUE "5 STEP" PROGRAM...
Step 1 LISTENING - to identify & prioritize your objectives Step 2 GATHERING - your information and data to
properly access Step 3 REVIEWING - together we confirm your situation Step 4 OFFERING - comfortable & realistic solutions to consider Step 5 CHOOSING - a quarterly, semi-annual, or annual service program (at no cost to you)
4. CLIENT ADVISORY BOARD...
We adjust to your needs. A Board which consists of existing clients provides feedback to the company (on a quarterly basis) to adjust, add or enhance current services provided. If you become a client, you may participate.
5. WE PROVIDE...
Through Our Securities Brokerage Services - retirement plans, mutual funds, stocks, bonds, variable annuities, & real estate investment trusts. Our In-House Insurance Agency provides fixed & indexed annuities, life insurance, & long-term care plans.
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Credentials
Consultants have acquired all of the required licenses,
registrations and continuing education credits to transact business
including national association securities dealers, NASD registration
and securities licenses, Individually categorized licenses
includes Series 7 security license, life insurance, health insurance,
and variable annuity licenses.
SCHEDULE A FREE
CONTACT US TODAY!
(239) 939-PLAN (7526)
12661 New Brittany Blvd
Fort Myers, FL 33907
SECURITIES OFFERED THROUGH WORLD CHOICE SECURITIES, INC. MEMBER NASD/SIPC |