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Financial Firm Services

Financial Firm Services

Wealth & Finance Professional offers an array of services:

Wealth Building

  • Holistic Planning
  • ​Fee-based Advisory
  • ​Savings Optimization
  • Income Protection
  • Credit Repair
  • ​More

Financial Planning

  • Estate Preservation
  • ​Legacy Planning
  • Business Planning
  • ​Higher Children Education
  • Self-made Pensions
  • ​More

Insurance

  • Life Insurance (term and whole life)
  • ​Annuities
  • ​Long Term Care Insurance
  • ​Disability Income Insurance
  • ​More

Retirement

  • Retirement Plan Design
  • ​Traditional IRAs
  • ​Roth IRAs​
  • ​401(k) Rollover
  • ​Deferred Compensation Plans
  • ​More
Today is the day you begin shaping your own financial future. Schedule a free consultation to learn how we can help you get started. Call: (850)-759-9220.
Wealth & Finance Professional offers an array of services:

Wealth Building

  • Fee-based consulting
  • Holistic Financial Planning
  • ​Retirement Savings
  • ​Retiree Income Protection
  • ​​Much More

Financial Planning

  • ​Retirement Plan Design
  • ​​Business Continuation
  • ​Estate Preservation
  • ​Money Purchasing Plans
  • ​Profit Sharing Plans
  • ​Much More

Insurance

  • ​Life Insurance (term and whole life)
  • ​Dental/Vision
  • ​Annuities
  • ​Long Term Care Insurance
  • ​Disability Income Insurance
  • ​Much More

Retirement

  • ​Self-made Pension
  • ​Roth IRAs
  • ​Transfer & Rollover Assistance (401K)
  • ​Deferred Compensation Plans
  • ​Much More
Today is the day you begin shaping your own financial future. Schedule a free consultation to learn how we can help you get started. Call: (850)-759-9220.


Ciera Dorsey of Wealth & Finance 
Professionals

Office: (850)-759-9220
Contact@WealthandFinancePros.com

Business Hours 

Monday - Thursday: 9am - 5pm
Friday: 9am - 2pm
Saturday & Sunday: Closed

Overview

FAQ

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Wealth & Finance Professionals, LLC, its affiliates, and financial professionals do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.This material is not intended as a recommendation, offer or solicitation for the purchase or sale of any security or investment strategy. Wealth & Finance Professionals, LLC offers a broad range of brokerage, financial planning and other services. Additional information is available in our FAQ.

All services & products are offered through Wealth & Finance Professionals, LLC a licensed consulting agency.
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