Insurance Solutions For Retirement

Long-Term Care Insurance

Disability Insurance

Health Insurance

Life Insurance

Preparing You For The Retirement You Planned For

Donner’s Financial Services, Inc. | Serving Port St. Lucie, Florida and the Surrounding Communities

Insurance Solutions in Port St. Lucie, FL

With the right guidance, anyone can invest and accumulate wealth, but keeping that money when the unexpected happens is a different ballgame. In today’s world, unforeseen circumstances can drain even the largest retirement nest eggs and leave one ill-prepared for their golden years.

That’s why Donner’s Financial Services, Inc., is here. Not only do we help our clients invest wisely, but we also help safeguard those investments — with comprehensive insurance policies dedicated to protecting you financially throughout retirement.


Insurance in Retirement – Plans That Work For You

We offer several different insurance types depending on your needs. We understand that no single insurance policy fits everyone. That’s why we’ll look at your unique situation to determine the best options for you going forward.

We offer the following:

Long-Term Care Insurance

Long-term care costs are rising dramatically and are not covered by regular health insurance, Medicare, or Medicaid. Should you or your spouse need long-term care, you could drain your retirement savings in no time. Protect what you’ve worked so hard for with a long-term care insurance policy from us.

Disability Insurance

1 out of 4 people will be disabled for at least three months at some point in their career. Disability insurance replaces a portion of your income in the event of illness or injury, so you don’t drain your retirement savings. Let us help provide you with a personalized, affordable policy.

Health Insurance

Health insurance needs change as we age, and so do coverage options. It is essential to make sure you’re fully covered, so things like prescriptions and doctors’ visits don’t deplete your savings. At Donner’s Financial Services, Inc., we understand the insurance landscape and can outfit you with total coverage, so you’re protected no matter what life throws at you.

Life Insurance

Life Insurance isn’t for those who have died — it’s for those who are left behind. Donner’s Financial Services can provide you with a plan that secures your family’s financial future and covers funeral and estate costs.

Learn about our other retirement planning services.

William Donner

Investment Advisor Representative

Call Directly At: 772.353.5414

Why Our Financial Services is Your Best Choice?

Although other insurance brokers may claim to be a better choice, we are unsurpassed in our knowledge and in our dedication to you. Here are our services:

  • Experienced. Having been in the business for over a decade, we know what it takes to protect you and your investments. With us, you’ll have peace of mind knowing you’re covered in any event.
  • Personal. We work for you, not a large brokerage or corporation. The only gains we’re interested in are yours alone, so you can rest assured that we have your best interest at heart.
  • Practical. We understand that not every insurance policy is best for everyone. Whatever your case or decision, we’ll support you and help ensure that your financial future is as safe as possible.

With Donner’s Financial Services, Inc., you aren’t just getting pre-packaged insurance advice. You’re getting the dedication and expertise of a local registered investment advisor who understands your needs, your dreams, and your goals – and wants to help you achieve them!

If you’re interested in insurance solutions to protect you throughout retirement, we’d love to talk to you. We also offer retirement planning, IRA rollovers, portfolio management, and many more. Call us at 772.353.5414 or send us a message online. We look forward to speaking with you!

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 – Port St. Lucie, Florida 34986