Casey Cunniff - Slaton Insurance Co

Palm Planning Group, located in West Palm Beach, Florida, is a financial planning firm founded by Anthony M. Lofaso. Their mission is to simplify their clients' financial lives, helping them achieve their goals and create an attainable financial life plan. With a focus on retirement planning, financial planning, and specialized services such as education planning and long-term care planning, Palm Planning Group offers personalized strategies based on their clients' values and needs. As an unaffiliated entity with J.W. Cole Financial, Palm Planning Group provides comprehensive financial services, including portfolio risk management and retirement income strategies. Their team of professionals is dedicated to helping individuals and families make informed financial decisions, ensuring a secure and prosperous future. With a commitment to their clients' financial well-being, Palm Planning Group is a trusted resource for those seeking expert guidance and support in navigating the complexities of financial planning.Generated from the website

Palm Planning Group provides financial planning and wealth management services including retirement planning, estate planning, education planning, business planning, asset allocation and more. Our wealth management services are designed to help you simplify your financial life, achieve your financial goals and provide a comprehensive attainable financial life plan.

Ward & Company, P.A. is a reputable accounting firm located in West Palm Beach, FL, offering professional financial services to individuals and businesses. With their team of experienced accountants, they provide expert guidance and assistance in managing finances, ensuring accuracy and compliance. Committed to delivering exceptional results, Ward & Company, P.A. is known for their reliable and efficient accounting solutions, tailored to meet the unique needs of their clients. Whether it's tax preparation, bookkeeping, or financial planning, they strive to provide top-notch services that help clients achieve their financial goals.Generated from the website