Let’s put your plans in motion
As your Financial Professional I will work with you to provide guidance that will connect your financial goals with your faith.
Keeping in tune with others’ emotional and psychological needs is extremely important and I believe this leads to more successful, long-lasting relationships. I view my relationships with clients as true partnerships, demanding honesty, sharing and a joint search for ideas and solutions that will enrich their lives.
Whether it is helping you with Life Insurance needs or Investment management together we can develop a financial strategy that helps your money work for you.
With your confidence, I will commit to help you take care of what’s important and a priority to you.
How I can help…
- Retirement Planning
- Life Insurance & Protection
- Disability & Long Term Care Insurance
- Investments & Wealth Building
- Tax Planning & Efficiency
- Social Security Planning
- Trust Services & Estate Planning
- Budgeting & Saving
- College Funding Strategies
Currently working with residents of Polk, Orange, Osceola, Lake, Hillsborough, Highlands, Pasco, Broward, Miami-Dade and Palm Beach counties.
Contact Name: Rose Pagan
Address: 332 Avenue B SW - Suite 200 – Box 22
Winter Haven, FL
Phone #: 863-325-6529