Featured Links

Listed below are links to web sites that may be of interest to you. Feel free to visit these web sites.

• Albridge Wealth Management Solutions - Consolidated account access and reporting. Contact Damon Palestra at 866-WHY-PLAN (949-7526) to be assigned a temporary password for the initial access and registration process. PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.
• American Association of Long Term Care Insurance - Another informative resource for Eldercare Planning issues with regard to Long Term Care Insurance, healthcare costs, and industry trends. We specialize in the unique area of Eldercare Planning as it relates to the larger Retirement Planning longevity crisis facing millions of retirees today. Call our associates in Tampa at 1-866-WHY-PLAN (949-7526) for personalized assistance with this important facet of your financial plan. PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.
• Financial Industry Regulatory Authority (FINRA) - Formerly the National Association of Securities Dealers (NASD). Created in July 2007 through the consolidation of NASD and the member regulation, enforcement and arbitration functions of the New York Stock Exchange, FINRA is dedicated to investor protection and market integrity through effective and efficient regulation and complementary compliance and technology-based services.
• Life and Health Insurance Foundation for Education (LIFE) - The Life and Health Insurance Foundation for Education (LIFE) is a nonprofit organization dedicated to helping consumers make smart insurance decisions to safeguard their families’ financial futures. The main topics they address in their educational efforts are life, disability, long-term care and health insurance. Their goal is to help consumers better understand these products and where they fit within their overall financial plans. PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.
• Social Security Administration - The United States Government Social Security website. PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.
• U.S. Securities and Exchange Commission (SEC) - The official Federal Regulatory Agency for the securities and exchange industries. Founded during the Great Depression, Congress passed the Securities Act of 1933 and then the Securities Exchange Act of 1934, which then established the SEC for governing and oversight.
• Yahoo! Finance - A great resource for daily market news and data. PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.