Financial Protection for you and your loved ones
We protect your assets from those things in life that can threaten what’s most important to you.
We protect your assets from those things in life that can threaten what’s most important to you.
Smart financial planning is not a product. It's a process. We assess your individual needs and ensure sound planning to reach your retirement goals, and maintain your lifestyle through your retired years.
Planning for future financial security is not a one size fits all approach. Every client has unique needs. We only offer solutions that meet your individual needs and goals.
We are an extension of Family Elder Law, a trusted pillar in the community for nearly 10 years. Our team uses the same principles of family, compassion and dependability.
We serve seniors, families, and their loved ones in Lake Wales, Florida and the surrounding area.
Here are a few ways we can help:
I need help sorting out my financial affairs due to a loved one's disability or death.
I want to grow my nest egg using IRAs, Real Estate, or other investments to ensure an income stream for my lifetime.
I want to shield my home and savings from probate, taxes, lawsuits, and long term care costs.
I am a current or discharged Veteran who needs help with my financial or estate planning needs.
During our first meeting, we will review your financial concerns, ask questions, and learn more about you.
We want to fully understand you, your situation, and goals.
Based on the results of our meeting, we work with you to create and implement a financial plan.
We only use products that meet your specific, individual needs.
Your plan is in motion, but our work doesn’t stop there. We continuously monitor, review, and adjust your portfolio as needed.
That way, you feel confident and secure about your future.
No matter where you are in life’s journey, we can help.
Whether you have recently lost a loved one, are preparing for future long-term care needs, or just want guidance to ensure your assets will last throughout your lifetime, we are ready to assist you.
Take your first step by contacting us today.
122 East Tillman Avenue
Lake Wales, Florida 33853
(863) 220-9383
Subscribe below to get special offers and news updates delivered to your inbox.
122 East Tillman Avenue
Lake Wales, Florida 33853
(863) 676-8432
We protect your assets from those things in life that can threaten what’s most important to you.
Ⓒ 2022 Family Financial Services. All Rights Reserved. Privacy Policy.
Website design by Bambiz.
Securities offered through Kalos Capital, Inc., Member FINRA/SIPC/MSRB. Investment advisory services offered through Kalos Management, Inc., both located at 11525 Park Woods Circle, Alpharetta, GA 30005. Family Financial Services is not an affiliate or subsidiary of Kalos Capital, Inc. and Kalos Management, Inc. Disclosures.
