Financial Waypoint

At Statler Financial, we offer or can refer you to professionals providing the following services:Annuities Retirement PlanningWealth AccumulationAsset ProtectionTax PlanningLong Term CareEstate PlanningIRA Legacy PlanningTrustsLife InsuranceProbateCharitable Giving StrategiesIRA & 401(K) RolloversCall today for your free 3 step review!Phillip Statler is a veteran to the financial services industry and has been educating and assisting Highlands County pre-retirees and retirees on comprehensive retirement solutions for over a decade. As a Wealth Manager and Registered Investment Advisor, Mr. Statler's mission is to provide area residents with the insight they need to make informed decisions about their retirement future and direction on how to maintain their own financial security in their retirement years. His firm, Statler Financial Services, Inc., takes a holistic approach to comprehensive planning and offers guidance on tax reduction strategies, estate planning and distribution and succession planning. Additionally, Statler works with valued clients to ensure their investments and retirement accounts are protected and will last throughout the retirement years. To schedule a time to discuss your financial future, contact us or call us today!

Susan Colley, CPA, P.A., located in Lake Placid, FL, has been dedicated to providing personalized and professional financial services since its founding in 2001. Specializing in tax planning, preparation, and filing for individuals, corporations, partnerships, and fiduciaries, the firm emphasizes a comprehensive approach to navigating the complexities of ever-changing tax laws. With a commitment to ethical practices and ongoing client relationships, Susan Colley, CPA, P.A. ensures that clients receive tailored guidance to minimize their total tax burden. The firm prides itself on offering expert core tax and accounting services while maintaining a welcoming, small-firm atmosphere where clients feel valued and understood. Generated from the website

Heartland Insurance Agency of Highland County Inc, based in Lake Placid, FL, is a reputable insurance agency that provides a range of insurance products and services to individuals and businesses. With a focus on customer satisfaction and personalized solutions, Heartland Insurance Agency of Highland County Inc aims to help clients protect their assets and mitigate risks effectively. Generated from their business information