Johnathan W. Fuentes

Insurance Strategies, Retirement Income Planning, Estate Planning, Retirement Strategies, Risk Management Strategies, Investment Strategies (Reg. Reps Only), Financial Education

English

Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability.

I offer a broad portfolio of individual insurance protection, asset accumulation strategies, and financial products and services for high net worth families, businesses, and institutions. I am prepared to assist clients with their financial plans and help them meet their long-term financial goals. I work closely with my clients and can also work with you. I will assist you as you:

• Define your personal financial goals
• Develop a financial strategy that can help you achieve these goals
• Suggest suitable products and solutions based on your own tolerance for risk and your time-frame
• Implement your strategy with products and services that help meet your needs.

 Contact me to discuss your financial future.

MM202503-300856

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