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PRODUCTS & SERVICES

At Wealth & Finance Professionals, we take a customized approach to helping you plan and grow your assets. We listen to your needs and work with you to choose the financial resources and tools that make sense for your short and long term goals. We'll guide you through the process. Our dedicated Financial Professionals can help you understand your options, talk you through decisions, and provide key insight into making smart allocations and insurance choices.

Wealth Building

Wealth building is the process of generating long-term income through multiple sources. This refers to more than job-based income and instead includes savings, investments, and any income-generating assets. The wealth building definition relies on proper financial planning and insight into one’s future financial goals.

Three simple steps: make money, save money, and invest money.
  • Planning Generational Wealth
  • ​Estate Preservation
  • ​Debt Management
  • ​Business Valuation
  • ​Children Higher Education

Financial Planning

Financial Planning involves organization of your finances and crafting a personal financial plan for you in order to create a pathway from where you are today, to where you want to be in the next 10-30 years from now.

This process can include many aspects of personal finance, including coordinating your investments, repaying debt, efficiently building savings for personal, family and business, whilst planning for retirement.


  • ​Retirement Plans
  • ​401(k) Planning
  • ​403(b) Planning
  • ​Money Purchasing Plans
  • ​Profit Sharing Plans

Insurance

Being prepared for the unexpected is a matter of conscience management and learning how to navigate major life events with the right tools. Insurance is a tool to help accomplish multiple financial items many find important such as a secure retirement, preserving a business, addressing long-term care costs, or enhancing a legacy.

The key function of insurance is to safeguard against the possibility of loss. Insurance provides financial support and decreases the risks that come with doing business and living that could otherwise put you or your family in financial jeopardy. More importantly, we educate our clients on how insurance gives your options, especially while you are living.

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

Retirement

Retirement is right around the corner. Getting an early start on retirement is one of the best things you can do for your future. Even if you're well on your way, our experienced Financial Professional can help you develop the right retirement strategy for whatever stage of life you're in and wherever you dream to be.

We are best known for our self-made pension coordinating, education on Social Security, Medicare, and tax implications while in retirement. Rather you are a pre-retiree in your 20s through your 50s or a retiree well into your retirement years we want to assist you in securing, growing and protecting your most important assets.

  • Retirement Plan Design
  • Traditional IRAs
  • ​Roth IRAs
  • 401k 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. 


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

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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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