Office in Jacksonville, FL - Providing Medicare Planning, Annuities,
Life Insurance, Long-Term-Care, & Financial guidance.
Office in Jacksonville, FL - Providing Medicare Planning, Annuities,
Life Insurance, Long-Term-Care, & Financial guidance.
Since 2012, Jake Purvis has been dedicated to crafting customized programs and strategies to help individuals meet their long-term financial goals. If you need assistance with investments, taxes, and/or estate planning we can refer you to a trusted professional.
We start by having a no cost, no obligation meeting to discuss retirement planning needs. We analyze your goals and compare them to your current plan. Then we recommend a Medicare plan, life insurance, long term care plan or investment strategy designed empower you in your retirement years.
Our team is comprised of individuals with diverse backgrounds in insurance and finance. While our experiences may vary, we all share a common commitment to ethics and integrity. Every member of our team is fully licensed and dedicated to providing you with the highest level of service with Medicare planning, annuities, life insurance & financial guidance.
