Ksimpson Investments

Buck List Wealth Management is an independent financial services firm located in The Villages, FL, dedicated to helping individuals create tailored retirement strategies using a variety of insurance and investment products. The firm emphasizes the importance of obtaining an objective opinion on financial matters to ensure clients are adequately prepared for retirement. With services including assessments of retirement income needs and risk evaluation through tools like Riskalyze, Bucket List Wealth Management is committed to providing personalized guidance so clients can make informed investment choices. They aim to equip clients with the knowledge needed to successfully navigate their financial futures while highlighting the benefits of working with independent advisors. Generated from the website

Blackston Financial Advisory Group, located in The Villages, FL, is an independent financial services firm dedicated to helping individuals and families create tailored retirement strategies through a diverse range of investment and insurance products. With a commitment to client care, they aim to empower clients to regain control of their financial futures and achieve their ideal retirement lifestyles. Recognized as the winner of the Financial Planning Services category in the 2024 Official Community's Choice Awards, Blackston Financial emphasizes the importance of comprehensive planning beyond just financial assets. They offer educational seminars and resources, including a book on retirement planning, to guide clients through the complexities of wealth management and retirement income strategies. Generated from the website

"Personal attention with a team philosophy." That is the perfect description of Smathers Financial Group. You will have a personal adviser with the support of a knowledgeable team with strengths in every aspect of financial and estate planning: Women in Transition, Comprehensive Financial Plannin...