Lifetime Investment Mgmt

CORE Investment Management, based in Clearwater, FL, is a client-focused financial firm dedicated to building lasting relationships that enhance lives and support the realization of dreams through education, communication, objectivity, and service excellence. With a team led by President James L. Spencer and Vice President Helen S. Rimensnyder, CORE Investment Management operates as a fiduciary, providing impartial investment advice and a commitment to putting clients first in the financial planning process.Generated from the website

The Cozza Team is a real estate agency based in Fort Myers, FL, specializing in residential property sales and rentals. With a focus on personalized service and local market expertise, they strive to help clients find their perfect home or investment property. Generated from their business information

Retirement Planning Investment Solutions LLC in Englewood, FL, offers a fresh perspective on financial planning, helping clients navigate their retirement goals with confidence. Specializing in risk assessment and management, they provide tools like the RiskAlyze tool to guide individuals in making informed investment decisions. With a focus on ensuring a reliable income stream, the company emphasizes strategies for maximizing Social Security, minimizing taxes, and addressing the unique needs of retirees and future retirees alike. Their team is dedicated to helping clients bridge any potential income gaps and achieve lasting financial security. Generated from the website