Synergy Benefits Consulting

Caloosehatche Tax & Financial Services is a professional firm based in Cape Coral, FL, specializing in tax preparation and financial consulting services. With a focus on personalized solutions and expert guidance, the company assists individuals and businesses in navigating complex tax laws and optimizing their financial strategies. Generated from their business information

Retirement Advisors Inc is a financial services firm based in Fort Myers, FL, specializing in retirement planning and wealth management. With a focus on personalized strategies and long-term financial goals, the company aims to help clients navigate the complexities of retirement planning with expertise and care. Generated from their business information

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!