Blue Chip Financial Of South Fl Fort Myers, 6315 Presidential Ct, Fort Myers, FL 33919, US

Plantation Financial Group is a financial and insurance services firm based in Fort Myers, Florida, dedicated to educating retirees and pre-retirees about the importance of proper retirement income planning. With years of experience, owner and founder Eric Levitt shares his knowledge to help clients make excellent financial decisions, offering services such as retirement income planning, financial protection, wealth transfer planning, and safe money solutions. As a proud member of the safe money places Agent Network, Plantation Financial Group provides a wide range of insurance products to protect retirement funds from end-of-life healthcare costs and high taxation. They also offer options to avoid market risk and guarantee reasonable returns on retirement funds, as well as a Personal Pension Plan to fill the income gap for life. With a focus on proper wealth transfer planning, the firm helps clients preserve their nest egg and distribute it to beneficiaries in a tax-efficient manner.Generated from the website