Brightway Insurance, The Marquez Agency

SpecialtiesWe hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.

Lifeline Tax, located in West Palm Beach, FL, specializes in helping business owners reduce their tax liabilities through strategic planning. With over 35 years of experience, the firm emphasizes that most business owners overpay on taxes and provides tailored strategies that are legal, ethical, and based on the IRS Tax Code. The company aims to empower clients by shifting the focus from merely filing past tax returns to developing proactive tax reduction plans. Their unique approach not only seeks to save clients significant amounts of money but also guarantees a return on investment through their 2X savings promise. Generated from the website

Legacy Financial Partners is an independent financial services firm based in West Palm Beach, FL. They specialize in helping individuals create personalized retirement strategies using a wide range of investment and insurance products. With a focus on integrity and transparency, Legacy Financial Partners assesses each client's current financial situation and provides recommendations that are in their best interest. They offer services such as investment management, retirement plans, insurance, financial planning, small business planning, and trust financial planning. Legacy Financial Partners is not affiliated with Madison Avenue Securities, LLC, but works closely with them to provide comprehensive financial solutions to their clients.Generated from the website