Financial Strategies of Amelia

Insurance, Investing, Financial Advising
Hours: Discover truly independent advice. Not bound by someone else's objectives or goals but to serve only my clients' needs. I value my clients trust above all else and am dedicated to helping my clients meet their own unique needs. I always act within a fiduciary capacity and will always put my client’s interests first. I specialize in retirement planning. An effective retirement plan does not end at retirement. Instead it becomes complicated and requires specialized risk management and retirement income planning knowledge. I work with clients who want to retire worry-free and with confidence. Each client's plan is dependent on their individual needs, wants and wishes and takes into account their personal time frames and risk tolerence.

• 13.29 miles

  

  First Command - 888 Kings Bay Rd A, St Marys Financial Planners

1. Fernandina Beach, Florida