Ibis Financial Group brochure


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Ibis Financial Group brochure

  1. 1. Designing a Well-Rounded About Ibis Financial Group Financial Strategy When it comes to setting financial goals and According to folklore, the Ibis is a symbol of figuring out how to reach them, you can’t knowledge and is a familiar sight at Florida’s leave it to chance. Goals have deadlines and many beautiful waterways. The Ibis has been in order to reach them, you need a strategy. observed as the last sign of wildlife to take A comprehensive financial strategy shelter before a hurricane and the first to designed by Ibis Financial Group includes reappear after the storm. tools that help our clients prepare for and Ibis Financial Group is under the leadership protect their financial futures. Our of President, Robert D. Barboni, CFP®, advisors will discuss your goals and your LUTCF and Managing Director, Daniel C. time frame in which you want to achieve Zagata, CFP®, CLU, ChFC. The advisors of them and then customize a strategy for you Ibis Financial Group with those specific goals in mind. have over 200 combined years of A well-rounded financial strategy experience in the financial services examines your total financial picture. industry and serve clients in the Boca Raton, Palm Beach Gardens and Orlando areas. Empowering Clients Investments Protection Through Strategic Insurance, Wealth, and Estate Current Retirement FINANCIAL Financial Planning Solutions Strategy STRATEGY Florida Locations: Tax Efficient Estate Boca Raton Investing Planning Orlando Palm Beach Gardens Ibis Financial Group offers securities and investment advisory services through Securian Financial Services, Inc, This information should not be considered as tax advice. Member FINRA/SIPC. Ibis Financial Group is independently You should consult your tax advisor regarding your own tax owned and operated. situation. TR# 40747 DOFU 1-2009
  2. 2. For the Individual For the Business Owner  Financial Needs Analysis  Life Insurance for Business Succession  Retirement Strategies  Group Life Insurance  Individual Retirement Accounts  Group Dental Insurance Plans  College Funding  Key Person Protection  Investment Strategies  Executive Bonus  Life Insurance  Deferred Compensation Jason S. Watach  Whole Life Insurance  Split Dollar Registered Representative  Universal Life Insurance  Qualified Retirement Plans  Variable Life Insurance  Defined Benefit B.S. from Penn State University  Second-to-Die Life Insurance  Money Purchase Pension MBA University of Miami  Term Life Insurance  Profit Sharing Plans Resident of South Florida since 1996  Long Term Care Insurance  401(k) Plans Current resident of Boca Raton, FL  Individual Long Term Care  412(i) Plans  Sponsored Group Long Term Care  Simplified Employee Pension  Mutual Funds (SEP) Plans Contact Information  Brokerage Accounts  SIMPLE Plans 7284 W. Palmetto Park Road  529 Accounts  Disability Income Insurance Plans Suite 106 Boca Raton, FL 33433  Annuities  Business Overhead Expense Coverage  Fixed and Variable Deferred  Asset Protection Office: (561) 910-2521  Immediate Fixed Cell: (561) 213-2943 Toll Free: (800) 936-4310 Fax: (561) 910-2565 E-mail: jwatach@ibisfingroup.com Website: www.ibisfingroup.com