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 focused on creating personalized strategies to help individuals and families achieve their long-term financial and retirement goals. For areas such as investments, taxes, or estate planning, we work closely with and refer clients to trusted professionals when needed.
We begin with a no-cost, no-obligation consultation to understand your retirement planning needs and financial goals. From there, we review your current coverage and strategies, then provide personalized recommendations for Medicare plans, life insurance, long-term care solutions, and retirement income strategies designed to support you throughout your retirement years.
Our team brings together professionals with diverse backgrounds in insurance and financial services. While our experience spans multiple areas, we share a unified commitment to ethics, integrity, and client-first service. Every team member is dedicated to delivering exceptional support in Medicare planning, annuities, life insurance, and retirement-focused financial guidance.
