Recently I received an e-mail from a physician requesting information about a defined benefit plan. On top of all that he mentioned the plan would be fully funded with a life insurance and fixed annuity policy. His question was, “what is my take on a fully funded DB Plan with life and annuity insurance?” My [...]
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About Rick Helbing, CFP®, ChFC
I'm a CERTIFIED FINANCIAL PLANNER™ and Owner of Suncoast Advisory Group with offices in Sarasota and Jacksonville, Florida. As a practicing advisor for over 25 years, I provide strategic financial planning to family business owners, medical professionals, and dental professionals.
Charles "Shay" H. Woodward IV, MBA
As a third generation Financial Planner for over 15 years, I provide strategic financial planning to family business owners, medical professionals, and dental professionals. I run the Jacksonville, Florida office for Suncoast Advisory Group.
