Davenport Wealth Management

Traylor, Gratton & Beaumont, LLC is the continuation of an accounting practice that originated in 1974. Our focus is primarily tax, estate and financial planning for individuals and closely held businesses. We offer high quality, personalized services to meet compliance requirements and financial goals. Our clients reap the benefits of our experience, creativity and of our concerns for their success. About the Partners Barbara Traylor, CPA started the firm in 1974 and Lucy Gratton, CPA joined her in 1979. They managed the firm until 1997 when Kim Beaumont took over. Barbara & Lucy have since retired.

Financial Planning Investment Group is a reputable financial services firm based in West Palm Beach, FL. Specializing in comprehensive financial planning and investment management, the firm helps clients navigate their financial goals and objectives. With a team of experienced professionals, Financial Planning Investment Group offers personalized strategies tailored to each client's unique needs and circumstances. The firm prides itself on providing objective advice and guidance to help clients achieve financial success. Generated from their business information

For more than 40 years, The Legend Group has helped people prepare for retirement. It provides services to individuals interested in retirement plans and businesses wanting to provide retirement planning services to employees. The company offers a range of investment services for long-term investors. Its products and services help clients with financial needs, such as planning for college tuition, estate planning, long-term care, disability insurance, annuities and individual retirement accounts. The company s retirement advisors are trained professionals dedicated to helping clients create and maintain investment strategies. The Legend Group also offers corporate retirement plan services to businesses interested in providing employees with this benefit. Its corporate services include 403(b) TSA plans, Roth 403(b) accounts, 401(k) plans, Simplified Employee Pension plans and 457 deferred compensation programs. The company has headquarters in Palm Beach Gardens, Fla., and offices throughout the United States.