Pontlitz Asset Advisors

Pelorus Financial LLC, located in Trinity, FL, is a Registered Investment Advisor firm dedicated to helping clients navigate their financial journeys. With a focus on building personal relationships, the firm emphasizes clarity and simplicity in financial planning, ensuring clients understand their relative financial positions and the steps necessary to achieve their goals. As fiduciaries, Pelorus Financial LLC is committed to acting in the best interest of its clients, adhering to a legal standard that prioritizes their needs. The firm offers customized financial plans designed to guide clients toward their desired financial destinations, fostering meaningful connections throughout the planning process. Generated from the website

Prepared Insurance Company, based in Tampa, FL, has recently expanded its capabilities through Voya Financial's acquisition of OneAmerica Financial Inc.'s retirement plan business, now serving nearly 8 million participants. The company ranks as the 48th largest institutional investment manager based on worldwide assets under management, according to the June 2024 pension statistics. Insurance products are issued by ReliaStar Life Insurance Company and its subsidiary in New York, both of which are part of the Voya family of companies. Voya Employee Benefits operates within this structure, offering products that may vary by state. Generated from the website