The finest services to reduce risk
FINESTPLAN concentrates on retirement and estate planning, offering annuities, life insurance, managed portfolios, and other related products and services.
FINESTPLAN advisors understand how to help individuals incorporate charitable giving in estate plans while reducing risk through their financial plans and strategies.
FINESTPLAN advisors understand how to help individuals incorporate charitable giving in estate plans while reducing risk through their financial plans and strategies.
To help work towards your goals, the team employs a wide range of services and tools, including:
403(b)s
Managed Accounts** Stocks* Mutual Funds* No-Load Mutual Funds* Municipal Bonds* Corporate Bonds* IRAs Roth IRAs 401(k)s REITs* Limited Partnerships* |
Wrap Accounts**
Variable Annuities* Fixed Annuities Fixed Life Insurance Variable Life Insurance* Universal Life Insurance* SEP IRAs Long Term Care Insurance Financial Planning** Estate Planning Wealth Management** Tax Planning Asset Management** |
FinestPlan LLC
4411 NW 7th Street
Coconut Creek, FL 33066
Tel: 954-582-1430
Fax: 954-582-1433
Email: bill@finestplan.com
Securities Offered Through Securities America, lnc Member FINRA/SIPC **Investment advice offered through Financial & Investment Management Advisors, Inc., a SEC Registered Investment Advisory Firm. FinestPlan LLC and Financial & Investment Management Advisors, Inc are a separate entities from Securities America, Inc*Securities America and its representatives do not provide legal advise; therefore, it is important to coordinate with your legal advisor.
This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.