You do not need to visit the Wizard to plan a secure future. Preservation 1st Financial Group, LLC, located at 912 Lithia Pinecrest Rd. in Brandon, is not just helping you grow and protect your money because Michael Beiter, Sr. and Christian Beiter have the brains, heart and give you the courage to achieve that goal.
Beiter, Sr., Financial Advisor with 17 years’ experience is a specialist on Medicare, health and life insurance and long-term care and said, “I’m making sure there are appropriate premiums for appropriate coverage.” Christian, also with 17 years’ experience, is a CFP®, Certified Financial Planner, has a broad knowledge base (investments, insurance, taxes, mortgages, etc.) that allows him to comprehensively address his clients’ needs. Both believe a happy client is their best source for new business and should feel comfortable referring them to friends and family.
There is more to financial planning than just choosing which investments you should have. When do you want to retire? How do you feel about risk? How much should you be saving? What happens if you can no longer work? Do you have enough money in your emergency fund? What type of account(s) should you be saving in? How will taxes affect your results? These are just some of the questions addressed when working with your financial planning needs.
The Beiters are very community-minded. Beiter, Sr. volunteers at his church and served on the Board of Directors of the Greater Riverview Chamber of Commerce, is currently Deputy Honorary Mayor of the Chamber, former Chairman of both the Annual Golf Tournament and the Ambassadors team.
Christian, also very involved in the Chamber, having been Honorary Mayor, currently serves on the Board of Directors. Fifteen months ago, he started, with friends, the non-profit South County Spartans Athletic Program saying, “No child should not be able to play sports because of lack of money.”
Wrestling and golf were the first two sports offered and it has recently added the highly anticipated football program. The Spartans emphasize academics as well as athletics and has raised thousands of dollars for sports scholarships. For more information or sponsorship details, call 325-5626.
Securities offered through J.W. Cole Financial, Inc. (JWC), Member FINRA/SIPC. Advisory Services offered through J.W. Cole Advisors, Inc. (JWCA). Preservation 1st Financial Group, LLC. and JWC & JWCA are unaffiliated entities.