State Farm

Integrated Wealth Management Group sees each of our clients as unique individuals with very different financial situations and goals. We also understand that in any successful partnership each partner must master and perform their designated roles. Our role is to continually guide you as you work to preserve and build your hard earned assets. Your role is to make financial decisions that will help you pursue your goals. Our emphasis is on professional service, not sales. This helps ensure our clients' financial issues are properly managed. We complete a thorough analysis of each client`s objectives including cash-flow requirements, estate and retirement planning, investment goals, and risk tolerance before tailoring an investment approach.

Florida Blue, located in Port Saint Lucie, FL, is a leading health insurance company offering comprehensive health solutions for individuals, families, and businesses. With a focus on whole-body health, they provide access to virtual care, in-person support at Florida Blue Centers, and low or no-cost providers. Committed to going beyond health insurance, Florida Blue prioritizes preventive care, mental health, and overall well-being. As part of the GuideWell family of companies, they are dedicated to making a meaningful difference in the health of all Floridians. Generated from the website