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Our Services

There are many financial products in the market, and so choosing the ones that best meet an individual client’s needs can be complicated. Informed decisions about the products in any portfolio are best made after an assessment of individual needs. After meeting to do this, you are better informed when the time comes to choose from a comprehensive suite of products and services and select those that address your unique situation.

Products and services include:

  • 401(k) retirement plans and Individual Retirement Accounts
  • 529 qualified tuition plans
  • Annuities
  • Mutual funds
  • Certificates of Deposit
  • U.S.Treasuries Securities
  • Group retirement and savings plans
  • Simplified Employee Pension Plans
  • Qualified Retirement Plans
  • Other retirement savings plans designed specifically for employee groups
  • Life insurance
  • Long-term care, disability and critical illness
  • Health Insurance Group health benefits

Our Services

  • Overview
  • Investments
  • Insurance
  • Retirement Planning
  • Managing Your Finances
  • Asset Allocation
  • Business Succession Planning
  • Charitable Giving

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  • 2134 Alt 19, Suite B
  • Phone: 727-230-9000
  • Email: pablo@iplanstrong.com

Securities offered through J.W. Cole Financial, Inc. (JWC) Member FINRA / SIPC. Advisory Services offered through J.W. Cole Advisors, Inc. (JWCA). Bridgespan and JWC/ JWCA are unaffiliated entities.

Securities offered through J.W. Cole Financial, Inc. (JWC). Member FINRA/SIPC. Advisory services offered through J.W. Cole Advisors, Inc. (JWCA). Neither J.W. Cole Advisors, Inc. (JWCA) or J.W. Cole Financial, Inc. (JWC) nor its representatives provide legal, tax preparation or accounting advice. Persons who provide such advice do so in a capacity other than as a registered representative of (JWCA/JWC). Bridgespan, and JWC/JWCA are not affiliated entities.

Registered Representatives of J.W. Cole Financial, whose identities and associations with Bridgespan are disclosed on this site, may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. No information provided on this site is intended to constitute an offer to sell or a solicitation of an offer to buy shares of any security, nor shall any security be offered or sold to any person, in any jurisdiction in which such offer, solicitation, purchase, or sale would be unlawful under securities laws of such jurisdictions. Please note that not all of the investments and services mentioned may be available in every state.

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