Financial, Insurance, & Real Estate Services Boutique
Personalized attention that caters to your needs!
Personalized attention that caters to your needs!
I provide Financial, Insurance, and Real Estate services to professionals, business owners, and military/veterans in the St. Johns County & Jacksonville, Florida area. I offer complete, holistic, and balanced solutions based on my client's needs and goals that establish a clear path to long-term income that will last a lifetime. I am an advisor, educator, and coach!
Everyone has the ability to obtain wealth in their lives. There are just a few tools that make it easier and faster. Knowing what to do when is the tricky part. Financial planning and financial education are essential to creating a solid base to grow from.
• Budgets
• Tax Strategies
• College Planning
• Retirement Planning
• Legacy
Everyone has the ability to obtain wealth in their lives. There are just a few tools that make it easier and faster. Knowing what to do when is the tricky part. Financial planning and financial education are essential to creating a solid base to grow from.
• Budgets
• Tax Strategies
• College Planning
• Retirement Planning
• Legacy & Estate Planning
• Disability Protection
• Income Diversification
• College Scholarship Programs
• Financial Plans
I offer an array of Health Insurance Solutions from a variety of well-respected providers. I obtain and evaluate all proposals to ensure that they are designed to work within your financial needs at any stage of life. Our Health Insurance Solutions include:
• ACA Plans
• Medicare
• Health Shares
• Private Health Plans
• Short-Term Medi
I offer an array of Health Insurance Solutions from a variety of well-respected providers. I obtain and evaluate all proposals to ensure that they are designed to work within your financial needs at any stage of life. Our Health Insurance Solutions include:
• ACA Plans
• Medicare
• Health Shares
• Private Health Plans
• Short-Term Medical
• Dental Insurance
• Vision Care
• Long-Term Care
•Accident Plans
• Long-Term Care
• Indemnity Plans
• Critical Illness/Cancer Care •Telemedicine
• Travel Medical
I enjoy finding homes for clients! It is a very happy time. It brings me greater joy to know that I watch my client's budgets and give them a great start in a new life.
When clients get into trouble, I feel equally as grateful to help resolve the situation and find a buyer for their home.
For investors, I will buy and sell. I will ass
I enjoy finding homes for clients! It is a very happy time. It brings me greater joy to know that I watch my client's budgets and give them a great start in a new life.
When clients get into trouble, I feel equally as grateful to help resolve the situation and find a buyer for their home.
For investors, I will buy and sell. I will assist with a fix and flip. I only rent homes that I have just previously sold.
• Home Buying
• Home Selling
• Relocations
• Investment Properties
• Luxury Homes
• Commercial Sales/Leasing
My clients typically do not have the time or knowledge to devote to their personal financial management, and they value an experienced financial professional with integrity, honesty, and high morals to provide them the financial education and profitable plan for now and the future.
Generally, the people I help fall into one of the following categories:
• Those burdened by debt that are looking for a definitive solution.
• Those who have accumulated additional income and want to start a rental home business to generate additional income or other types of investment solutions.
• Those that need or want to protect their family’s life plans or generate a legacy for their families.
• Those that are wanting to create a college plan with a combination of savings and scholarships.
• Military and government employee families that have questions about their pay and allowances, are transitioning to a new location, or are separating.
I can review all aspects of a client’s financial situation. As circumstances change throughout my clients’ life, their needs and preferences change – whether it’s marriage, buying a home, having a baby, a change in income or expenses, etc. Angie has experienced these life changes first-hand and truly understands how changing circumstances can affect one’s financial situation and emotional relationship with money. I am their coach with my clients every step of the way, providing complete, holistic, and balanced solutions based on our clients’ evolving needs and goals, establishing
a clear path to financial freedom and long-term income to last a lifetime.
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This is a proprietary website and is not associated, endorsed or authorized by the Social Security Administration, the Department of Health and Human Services or the Center for Medicare and Medicaid Services. This site contains decision-support content and information about Medicare, services related to Medicare and services for people with Medicare. If you would like to find more information about the Medicare program please visit the Official U.S. Government Site for People with Medicare located at http://www.medicare.gov. This IS not legal advise only intended to be SUGGESTIONS of safekeeping of useful information for beneficiaries.
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