TOP 10 Planning strategies in Florida

Financial Planning Investment Group is a leading finance and insurance agency located at 1615 Forum Place in West Palm Beach, Florida, United States. With a team of experienced professionals, we are dedicated to helping individuals and businesses achieve their financial goals through personalized investment strategies and comprehensive insurance solutions. Whether you are looking to grow your wealth, protect your assets, or plan for retirement, our experts are here to provide expert guidance and support every step of the way. Visit us today and let us help you secure a brighter financial future.

Strategis CPAs & Consultants, PA is a leading accounting and finance institution located at 15955 North Florida Avenue, Lutz, Florida, United States. Our team is dedicated to helping service businesses and their owners achieve their financial goals and make confident decisions. With our strategic advisory services, we can help you increase profits, manage payroll, maintain healthy cash flow, and navigate tax season with ease. Our online apps make it convenient for you to conduct business with us, so you can focus on building the business of your dreams. Let us take the stress out of running your business and help you stay on a healthy financial path.

Vacation Strategy LLC. is a premier institution located at 1420 Celebration Boulevard in Celebration, Florida. As a multifaceted establishment, Vacation Strategy LLC. offers a range of services including lodging, real estate, and travel assistance. Whether you are looking for a luxurious vacation rental, seeking to purchase a property in the area, or planning your dream getaway, Vacation Strategy LLC. has the expertise and resources to make your experience seamless and unforgettable. With a prime location in the heart of Celebration, Florida, Vacation Strategy LLC. is your go-to destination for all your vacation needs.

Mortgage Protection Strategy is a leading insurance agency located at 8508 Belk Drive West, Tallahassee, Florida, United States. We specialize in providing tailored insurance solutions to protect your mortgage in the event of unforeseen circumstances such as disability, illness, or death. Our team of experienced agents will work closely with you to understand your unique needs and recommend the best coverage options for your specific situation. With Mortgage Protection Strategy, you can have peace of mind knowing that your home and loved ones are safeguarded against financial hardship. Contact us today to learn more about our services and how we can help you protect your most valuable asset.

Florida Medical Practice Plan is a geriatric primary care and consulting practice located at 1115 West Call Street in Tallahassee, Florida. Our dedicated providers specialize in managing the care of older adults, focusing on health issues that commonly affect aging patients such as memory loss, incontinence, medication side effects, and fall prevention. We also offer treatment for chronic conditions like diabetes and heart disease. With two outpatient clinic locations and partnerships with multiple assisted living facilities, we are committed to helping our patients live active and healthy lives. Whether you are in need of a geriatrics specialist, reside in one of our affiliated assisted living facilities, or simply have questions about common medical issues in older adults, our team is here to assist you.

Prospective Tax & Financial Planning, LLC is a leading accounting and finance institution located at 1291 Cedar Center Drive in Tallahassee, Florida, United States. Our team of experts specializes in providing personalized tax and financial planning services to help individuals and businesses achieve their financial goals. With a focus on strategic planning and expert advice, we are dedicated to helping our clients navigate the complex world of taxes and finances with confidence and peace of mind. Contact us today to learn more about how we can help you secure a stable financial future.

Dougherty Financial Planning, LLC is a finance institution located at 2457 Care Drive in Tallahassee, Florida. As a "fee only" advisor, we prioritize client needs and risk tolerances over commissions. Our team utilizes statistical and fundamental analysis to manage client assets, representing a wide range of clients including everyday working people, local business owners, and high net worth individuals. We use econometric models to analyze market conditions and develop investment strategies, combining intrinsic value, dividends, income, and hedges based on your risk tolerance and demographics. Our proprietary 20 variable statistical model, along with traditional and complex analyses, helps us determine the relative value of both "value" and "growth" stocks. Edward W. Dougherty III, Principal and Investment Advisor Representative, leads our team in providing personalized financial planning services. Visit our website or contact us for more information about our services and how we can assist you with your financial goals.

North Florida Financial Planning, Protecting is a leading finance institution located in Marianna, Florida, United States. Our team of expert financial planners is dedicated to helping individuals and businesses achieve their financial goals through comprehensive planning and protection strategies. Whether you are looking to save for retirement, invest in the stock market, or protect your assets, we are here to provide personalized guidance and support every step of the way. Trust North Florida Financial Planning, Protecting to secure your financial future and safeguard your wealth.

EZPZ Party Planning is a premier school located at 2921 Wheeler Street in Bartow, Florida, United States. Our institution specializes in providing top-notch education and training in party planning, event coordination, and celebration management. Whether you are looking to start a career in the exciting world of party planning or simply want to enhance your skills, EZPZ Party Planning is the perfect place for you. Our experienced instructors and hands-on approach ensure that students receive the knowledge and practical experience needed to succeed in the industry. Join us at EZPZ Party Planning and turn your passion for parties into a rewarding profession.

The Medicaid Planning & Info Center in Summerfield, Florida, is a vital resource for individuals seeking assistance with navigating the Medicaid system. Located at 13696 U.S. 441, this health institution provides valuable information and guidance to help patients understand their options and access the care they need. Whether you are looking for help with long-term care planning or need assistance with Medicaid eligibility, the knowledgeable staff at the Medicaid Planning & Info Center is here to support you every step of the way. Contact us today to learn more about how we can help you with your healthcare needs.

The University of Miami Heckerling Institute on Estate Planning is a renowned institution located at 1311 Miller Drive in Coral Gables, Florida, United States. As a part of the university, this institute is dedicated to providing high-quality education and research in the field of estate planning. With a focus on cutting-edge strategies and best practices, the institute offers a wide range of programs and resources to help professionals stay current in this ever-evolving field. Whether you are a seasoned estate planner or just starting out in the industry, the University of Miami Heckerling Institute on Estate Planning is the perfect place to enhance your knowledge and skills.

DIRECT Behavioral Strategies is a leading health institution located at 125 South Swoope Avenue in Maitland, Florida, United States. Our team of experienced professionals specializes in providing behavioral strategies to help individuals improve their overall well-being and quality of life. We offer personalized treatment plans tailored to each individual's unique needs, utilizing evidence-based practices to promote positive outcomes. Whether you are seeking support for mental health concerns, addiction issues, or simply looking to enhance your overall wellness, our dedicated team is here to help you achieve your goals. Contact us today to learn more about our services and how we can support you on your journey to better health.

Treatment Plan Serendipity Psychological Assessment and Treatment, LLC is a health institution located at 7601B North Federal Highway, Boca Raton, Florida, United States. Specializing in Comprehensive DBT Therapy, Psychological Individual Therapy, Couples' Therapy, Family Therapy, Consultation, and Treatment Planning, Dr. Quilter, a Licensed Clinical Psychologist, offers over 15 years of experience in therapy and psychological assessment. Dr. Quilter is also a Credentialed Alcohol and Substance Abuse Counselor and is Board Certified in DBT through the Linehan Institute. Services include cognitive assessments, IQ testing, and personality assessments using objective and protective measures. These assessments provide diagnostic clarification for effective treatment planning.

The Business Planning Institute, LLC is a finance institution located at 580 Village Boulevard in West Palm Beach, Florida, United States. Our institute offers comprehensive courses and resources for individuals looking to enhance their skills in business planning, financial analysis, and strategic decision-making. With experienced instructors and a hands-on approach to learning, we provide the tools and knowledge necessary for success in the competitive world of finance. Join us at The Business Planning Institute, LLC and take your career to the next level.

College Planning Associates Inc is a prestigious university located at 2104 West 23rd Street in Panama City, Florida, United States. We are dedicated to helping students achieve their academic and career goals through personalized guidance and support. Our experienced faculty and staff are committed to providing a high-quality education that prepares students for success in their chosen fields. With a wide range of programs and resources available, College Planning Associates Inc is the perfect place to start your journey towards a bright and successful future.

The Department of Urban and Regional Planning at the University of Florida in Gainesville, Florida, is dedicated to educating future leaders in the field of city planning. Students in this program learn about sustainable development, transportation systems, land use policies, and community design. The department offers a range of courses and research opportunities that prepare students to address the complex challenges facing urban areas today. With a focus on creating vibrant, inclusive, and resilient communities, the Department of Urban and Regional Planning is at the forefront of shaping the cities of tomorrow.

College Planning Specialists of Florida is a renowned institution located at 1825 Main Street in Weston, Florida, United States. As a finance university, we specialize in helping students and families navigate the complex world of college planning. Our team of experts provides personalized guidance on financial aid, scholarships, and college savings strategies to ensure that every student can achieve their higher education goals. With a commitment to excellence and a dedication to helping students succeed, College Planning Specialists of Florida is the premier destination for all your college planning needs.

The University of Miami's Urban and Regional Planning Program, located at 1223 Theo Dickinson Drive in Coral Gables, Florida, is a prestigious institution offering comprehensive education and training in the field of urban and regional planning. With a focus on sustainable development, community engagement, and innovative design, students at the University of Miami gain practical skills and theoretical knowledge to address complex urban challenges. The program is led by experienced faculty members who are experts in their field, providing students with a dynamic and stimulating learning environment. Whether aspiring planners are interested in urban design, transportation planning, or environmental policy, the University of Miami's Urban and Regional Planning Program prepares them for successful careers in shaping the future of our cities and regions.

College Advising & Planning Services, LLC is a comprehensive university institution located at 150 Busch Drive in Jacksonville, Florida. Our team of experienced advisors is dedicated to helping students navigate the college admissions process and plan for their academic and career goals. From selecting the right schools to crafting standout application essays, our services cover all aspects of the college planning journey. Whether you are a high school student preparing for your next steps or a working professional looking to further your education, our personalized guidance and support will help you reach your educational aspirations. Contact us today to schedule a consultation and start planning for your future success.

FFEC College Planning is a prestigious university located at 101 East Town Place in the vibrant city of St. Augustine, Florida, United States. Our institution is dedicated to providing comprehensive college planning services to help students achieve their academic and career goals. With a team of experienced advisors and educators, FFEC College Planning offers personalized guidance in choosing the right college, navigating the admissions process, and securing financial aid. Our commitment to excellence ensures that students receive the support they need to succeed in their higher education journey.

Woodrick Investment Consulting & Financial Planning, LLC is a reputable finance and insurance agency located at 201 West Highway 98 in Port St. Joe, Florida, United States. With a team of experienced professionals, we specialize in providing personalized investment consulting and financial planning services to help our clients achieve their financial goals. Whether you are looking to invest for the future or secure your assets with insurance, our dedicated team is here to guide you every step of the way. Trust Woodrick Investment Consulting & Financial Planning, LLC to help you secure a brighter financial future.

Ultimate Health Plans is a leading healthcare institution located at 303 Southeast 17th Street in Ocala, Florida, United States. We are dedicated to providing comprehensive health plans and services to our patients, ensuring they receive the ultimate care and support they deserve. Our team of experienced healthcare professionals is committed to promoting wellness and improving the overall health of our community. At Ultimate Health Plans, we strive to offer personalized and innovative healthcare solutions to meet the unique needs of each individual. Visit us today and experience the difference in quality care that we provide.

Jerry Blackburn Retirement Strategies is an insurance agency located at 317 Northeast 36th Avenue, Ocala, Florida, United States. Led by President & Founder Jerry Blackburn, the institution has been providing safe retirement strategies for pre-retirees and retirees for many years. With a focus on honesty, integrity, and simplicity, Jerry works diligently to help clients achieve their long-term financial objectives using insurance products. As an A member of the Better Business Bureau and a member of the National Ethics Association, Jerry ensures personalized service to protect clients' hard-earned retirement assets from market losses. By asking specific questions to tailor financial strategies to individual needs, JB Retirement Strategies aims to protect, grow, and preserve clients' assets. Jerry, who values integrity and hard work, believes in providing the retirement planning that clients deserve. The institution offers no-cost, no-obligation discovery meetings to kickstart the retirement planning process. With office locations in Winter Park, Gainesville, and Wildwood, JB Retirement Strategies is committed to helping clients secure their financial future.

Total Retirement Security Planning & Mentoring Group LLC is a comprehensive financial, health, and insurance agency located at 7076 Mariner Boulevard in Spring Hill, Florida. Our dedicated team of experts is committed to helping clients achieve total retirement security through personalized planning and mentoring services. Whether you are looking to secure your financial future, protect your health, or ensure your insurance needs are met, our team is here to guide you every step of the way. Trust Total Retirement Security Planning & Mentoring Group LLC to provide you with the knowledge and support you need to enjoy a secure and worry-free retirement.

Safe Money Retirement Plans is an insurance agency located in Lutz, Florida, United States. Our dedicated team specializes in helping individuals plan for a secure and stress-free retirement. We offer a variety of retirement planning options to ensure our clients' financial security in their golden years. Contact us today at 18489 U.S. 41 to learn more about how we can help you achieve your retirement goals.

Global Insurance & Planning Advisors is a leading insurance agency located at 295 Patterson Road in Haines City, Florida, United States. Our team of experienced advisors provides comprehensive insurance solutions to meet the individual needs of our clients. Whether you are looking for auto, home, life, or business insurance, we are here to help you find the right coverage at the best possible rates. With a commitment to exceptional customer service and a dedication to helping our clients plan for the future, Global Insurance & Planning Advisors is your trusted partner in insurance planning. Contact us today to learn more about how we can help protect what matters most to you.

Secure Money Strategies, LLC is a reputable insurance agency located at 2100 Southeast 17th Street in Ocala, Florida, United States. Our team of experienced professionals is dedicated to helping clients protect their assets and secure their financial future. We offer a wide range of insurance products and services to meet the unique needs of each individual and family. Whether you are looking for life insurance, health insurance, or retirement planning, we are here to provide you with personalized solutions and expert guidance. Trust Secure Money Strategies, LLC to safeguard your financial well-being and provide you with peace of mind for the future.

Welcome to the Welcome Room at WellCare Health Plans in Maitland, Florida! Our institution is a health insurance agency dedicated to providing top-quality healthcare coverage to our clients. Located at 2201 Lucien Way, our knowledgeable and friendly staff are here to assist you with all of your healthcare needs. Whether you are looking for information on coverage options, assistance with claims, or guidance on finding a provider, we are here to help. Visit us today and experience the care and support that sets WellCare Health Plans apart.

Bay Planning Inc is a reputable insurance agency located at 9009 Seminole Boulevard in Seminole, Florida, United States. With a team of experienced professionals, we provide a wide range of insurance services to meet the needs of our clients. Whether you are looking for auto, home, life, or business insurance, we are dedicated to helping you find the right coverage at the best rates. Our commitment to excellent customer service sets us apart from the competition, making us a trusted choice for all your insurance needs. Contact us today to learn more about how we can protect what matters most to you.

Fringe Benefit Plans, Inc. is a health insurance agency located at 2211 Lee Road, Winter Park, Florida, United States. They specialize in providing intelligent, innovative, and flexible employee benefits solutions to attract, retain, and reward top talent. The institution helps organizations understand and plan for health care reform requirements, offering traditional group insurance services and self-funding options. They offer a free benchmark analysis to compare benefits programs and pricing with similar organizations. Testimonials from satisfied clients highlight the exceptional service and expertise provided by Fringe Benefits, making them a reliable and knowledgeable insurance broker. The institution goes above and beyond to ensure their clients have the best possible benefits for their work team. With the March 11, 2024 effective date approaching, Fringe Benefit Plans, Inc. is dedicated to keeping their clients informed about employment law changes and providing support through employee assistance programs.