Preston J. Bellaire, CLTC

Preston J. Bellaire, CLTC

Financial Advisor and Financial Services Representative

Phone: (407) 393-6670
Fax: (407) 422-7569
E-mail:
 

Business Philosophy

My goal is to create solutions and provide service for my clients' needs and concerns.

I help develop strategies that may fill the gap in your financial situation, these can assist to preserve and transfer wealth in retirement for you and your heirs. As a financial advisor I provide advice by implementing a holistic approach addressing the opportunity to leverage various strategies, products, and companies. The result is a transparent and full disclosure process that engages you in the how and why of the recommendations.

Qualifications

  • Licensed to sell Life Insurance in AL, FL, GA, LA, NC, NY, OH, SC, TN, TX, and VA
  • Licensed to sell Variable products in AL, FL, GA, LA, NC, OH, SC, TN, and TX
  • Registered to sell Securities products in FL, GA, IL, LA, NC, TN, and TX
  • Leaders Conference- 7 times qualified
  • 22 Years of experience in the Financial Services Industry
  • American College Matriculation

Individual Products and Services

  • Fixed and Variable Annuities
  • Disability Insurance
  • Charitable & Estate Conversation Strategies
  • Education Funding Strategies
  • IRA Consolidation/Rollovers
  • Mortgage protection (funded through life insurance and disability insurance)
  • Lump Sum Pension Distribution Strategies
  • Mutual Funds, Stocks, Bonds
  • Asset Allocation Strategies
  • Managed Accounts
  • Term, Whole, and Universal Life Insurance

Executive Products and Services

  • Business Succession Planning
  • Retirement Planning
  • Executive & Employee Benefit Plans  
  • Tax Sheltered Annuities           
  • Pension Payout Alternatives
  • Pension Transfer/Rollovers
  • 401(k) & 403(b) Plans                 
  • Group Variable Universal Life Insurance
  • Group Disability Insurance
  • Home & Auto Insurance
  • Group & Multi-Life Long Term Care Insurance

Personal

  • Resident of Florida since 1997
  • Family includes wife Nancy of 28 years, 3 stepchildren and 5 grandchildren, 2 great grandchildren
  • Hobbies are family leisure, travel, biblical studies, the arts, sports and movies
  • Marriage Counselor
  • Teacher/Leader of Biblical Studies at local congregation
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck