Our Associates
Preston Bellaire, CLTC
Domicile State: MI
Phone: (407) 393-6670
Fax: (407) 422-7569
E-mail: pbellaire@financialguide.com
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, MI, 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
- American College Matriculation
Individual Products and Services
- Fixed and Variable Annuities
- Disability Insurance & Long Term Care Insurance
- Charitable & Estate Conversation Strategies
- Education Funding Strategies
- IRA Consolidation/Rollovers
- Mortgage protection (funded through life insurance and disability income insurance)
- Lump Sum Pension Distribution Strategies
- Mutual Funds, Stocks, Bonds
- Asset Allocation Strategies
- Managed Accounts
- Term, Whole, and Universal Life Insurance
- Home & Auto 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
- Group & Multi-Life Long Term Care Insurance
Personal
- Resident of Florida since 1997
- Family includes wife Nancy of 29 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