24301 Walden Center Dr suite 100, Bonita Springs, FL 34134, USA
| We specialize in your financial educational and your financial independence. We offer Financial plans and solution in -Life Insurance -Investments -Mortgages -Auto and Home Insurance https://livemore.net/tasare -Legal Services -Medicare part C+D -Vivint Home Security -Budgeting and Debt Resolution |
Theresah Asare
18020 San Carlos Blvd #64, Fort Myers Beach, FL 33931, USA
| I help all income level clients with all of their complex financial needs. I think through any financial decision including personal finance, retirement planning, education funding, insurance protection, tax planning, investment management, estate planning–which are all individually complex and collectively can present a real challenge for people. I help create more spendable income in retirement. I do this by using traditional financial vehicles in innovative ways. No single strategy fits everyone so every client gets my undivided attention—from planning to execution to follow-up. I take a proactive approach to helping develop a strategy to address financial goals and objectives, using evidence based, efficient methods. |
Lisa Chambers
164 Pondella Rd, North Fort Myers, FL 33903, USA
Kathleen Butler
16921 Useppa Oaks Ln, North Fort Myers, FL 33917, USA
I’m a financial educator. My mission is to help families and teach them how to avoid areas of concern in their financial planning.
Also, my goal is to educate & recruit others as I expand in business.
No Family Left Behind!
Barbara " Bobbie" Whalin
164 Pondella Road, North Fort Myers, FL 33903, USA
Lynn McEwen
28100 Bonita Grande Drive, Suite 205 Bonita Springs FL 34135
239-596-6726239-596-6726
We work with a select group of women and business owners who desire a personalized yet structured process for planning and investing that relieves them of the day to day worry of the financial markets with freedom to pursue what they value most and allows them to feel confident and reassured.
We call our structured process “The Waypoint Formula”. It ensures that we help you prepare for an array of critical life events.
Dana Ragiel