Thank you for visiting our website! We believe everyone should have the opportunity to achieve their financial goals. However, we recognize that many regard financial planning as complex and confusing, therefore missing out on potentially rewarding opportunities. Others take unnecessary risks and fail to adequately protect their assets. That is why we work closely with our clients during the consulting process to develop a detailed understanding of each persons circumstances, goals, and objectives. We are able to add value to our clients in three key areas:
1. Protect and grow wealth.
2. Protect and preserve your life-savings.
3. Plan for the distribution of that savings in the most tax-advantageous manner.
As an independant financial advisor our advantage to the client is that we are not limited or restricted to a particular product or service. Our interests are completely aligned with our clients goals. Our mission is to discover your unique goals, find compatable solutions, implement a strategy, while monitoring your progress and providing outstanding service! Together we can explore the options available to you in the pursuit of your financial goals. We think you will appreciate the trust and confidence that comes from working with a leading independent advisor. Please click here to contact us.
1. Protect and grow wealth.
2. Protect and preserve your life-savings.
3. Plan for the distribution of that savings in the most tax-advantageous manner.
As an independant financial advisor our advantage to the client is that we are not limited or restricted to a particular product or service. Our interests are completely aligned with our clients goals. Our mission is to discover your unique goals, find compatable solutions, implement a strategy, while monitoring your progress and providing outstanding service! Together we can explore the options available to you in the pursuit of your financial goals. We think you will appreciate the trust and confidence that comes from working with a leading independent advisor. Please click here to contact us.
Investment & Insurance Planning Services, LLC
David J. Blount, CFP®
407-719-0940
992 Palmetto St.
Oviedo, FL 32765
"LIKE" us on Facebook at www.facebook.com/DavidBlountIIPS
David J. Blount, CFP®
407-719-0940
992 Palmetto St.
Oviedo, FL 32765
"LIKE" us on Facebook at www.facebook.com/DavidBlountIIPS
Licensed to offer insurance and other financial products in FL, TN, NC, MD & IN. This website is not intended for residents of other states. Securities offered through The O.N. Equity Sales Company. Member FINRA/SIPC. One Financial Way, Cincinnati,OH 45242. (513)794-6794. Investment advisory services offered through O.N. Investment Management Company. Issuers not licensed to conduct business and products not distributed in AK, HI and NY. Product, product features and rider availability vary by state. Rates subject to change without notice.