Our Professionals
One professional cannot meet all the needs and challenges of building an efficient Estate or Retirement Plan.
The basic approach to your plan is Unique.
Multiple independent professionals consult to address retirement and estate planning needs
John Phillips
Certified Public Accountant
144 Mary Esther Boulevard
Suite 18
Mary Esther, FL 32569
Keith Vanover
Attorney
Suite D
Fort Walton Beach, FL 32547
Amber Hayes
Senior Marketing Strategist
Jim Rasberry
Rasberry Financial Services
Investment Advisor Representative**
401 Central Avenue
Laurel, MS 39440
Colleen Faherty
Mortgage Broker
Navarre, FL 32566
Tim Collins
Realtor
Miramar Beach, FL 32550
Jay Harris
Insurance
Fort Walton Beach, FL 32547
Nancy L. Watson
CPA and MBA
3 – 12th Ave.
Shalimar, FL 32579
*Eric Riggenbach offers Securities through Client One Securities, LLC Member FINRA/SIPC. Cornerstone Financial and Client One Securities, LLC are not affiliated
** Danny Rasberry offers Securities and Advisory Services offered through Client One Securities, LLC Member FINRA/SIPC and an Investment Advisor. Rasberry Financial Services and Client One Securities, LLC are not affiliated.
Understanding Your Estate: Critical Elements of an Estate Planning Strategy
Establishing an estate planning strategy is crucial, yet many wait too long to put their wishes in writing. Use this helpful guide to review your estate strategy and start conversations with your loved ones, financial professionals, and legal team.
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