Benefits of Working With A Registered Investment Advisor
Act In Your Best Interest
Peace of Mind
Set and Define Obtainable Goals
Preparing You For The Retirement You Planned For
Donner’s Financial Services | Port St. Lucie, Florida
Benefits of Working With a Registered Investment Advisor
When it comes to retirement planning, portfolio management, and insurance solutions, Donner’s Financial Services is the smart option. We’ve been offering our retirement planning services for over ten years. We are prepared to look at your unique situation and come up with personalized plans to see you through a comfortable retirement.
Your Partner in Retirement Planning
While it’s true that you don’t technically need a professional to help plan your retirement and invest wisely, why put your future at risk? There are undeniable benefits to partnering with a Registered Investment Advisor like the ones you’ll find at Donner’s Financial Services:
- We See the Big Picture. Donner’s Financial Services, Inc. takes a holistic approach to retirement planning. When defining your goals for the future, we consider your financial aspirations along with non-financial objectives like how you’ll spend time in retirement, where you want to live, when to completely quit working, etc.
- We Act in Your Best Interest. As a fiduciary financial advisor, Donner’s Financial Services, Inc. acts in your best interest by providing full disclosure on all matters, avoiding conflicts of interest, and always acting with undivided loyalty and good faith.
- We Give Peace of Mind. Studies show that perceived financial well-being – feeling secure about your current and future financial status – holds the key to your overall well-being. Financial security can have as big of an impact on your happiness as job satisfaction, relationship status, and physical health combined.
PROVIDING SOLUTIONS FOR TODAY’S CONCERNS AND TOMORROW’S FUTURE
Donner’s Financial Services – The Best Choice for Retirement Planning
We understand that retirement can be an exciting and scary time. You’ve worked hard your whole life, and you don’t want to trust your future to just anyone. At Donner’s Financial Services, we care deeply about your retirement goals.
That’s why it’s our mission to not only make your money last, but continue to grow so you can achieve the retirement you’ve been dreaming of. We’re able to do this because we are:
- Independent. While most brokers work for insurance companies, Donner’s Financial Services, Inc. works for you alone. We’ll always bring you the best policy possible.
- Experienced. With over a decade of experience under our belts, we’ve seen it all. No retirement scenario is too difficult for us to tackle. Every situation has a solution, and we’re dedicated to finding yours.
- Professional. As professional Registered Investment Advisors, we can give you the best advice and insurance policies that are crafted with care and attention. No online insurance agency can beat our excellent service and personalized solutions.
No one can do a better job and help you in a more personal way than Donner’s Financial Services, Inc. We advise clients in Port St. Lucie, Stuart, Jenson Beach, and the surrounding communities. Call us at 772.353.5414 or click below to schedule your initial consultation.
SECURITIES TRANSFER AGENTS MEDALLION PROGRAM
Donner’s Financial Services Inc. is a Registered Investment Advisor. The firm only transacts business in states where it is properly registered, excluded or exempted from registration requirements. Registration as an Investment Advisor does not indicate that the advisor has attained a particular level of skill or ability.
William D. Donner Is an Investment Advisor Representative for Donner’s Financial Services Inc. based In Port St. Lucie, Florida. Donner’s Financial Services Inc. is licensed in Florida under the Florida Financial Regulation Division.
Donner’s Financial Services Inc. is also licensed in Michigan under the Corporation Securities and Commercial License Bureau OF THE STATE OF MICHIGAN.
Donner’s Financial is also Licensed in Michigan and Florida to sell insurance.
The information included herein should not be considered a solicitation or an offer to sell products or Financial Services in any State besides those in which
Donner’s Financial Services Inc. or William D. Donner is properly licensed.
Donner’s Financial Services – Port St. Lucie, Florida
Donner’s Financial Services – 240 Peacock Blvd. – Suite 301 – Port St. Lucie Florida 34986