Our Associates

Preston Bellaire, CLTC, LACP
Domicile State: FL
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, IA, LA, MI, MO, NC, OH, SC, TN, TX, and VA
  • Licensed to sell Variable products in AL, FL, GA, IA, LA, NC, OH, PA, SC, TN, and TX
  • Registered to sell Securities products in FL, GA, IA, ID, IL, LA, NC, and TX
  • Leaders Conference - 8 times qualified (2004, 2005, 2011, 2015, 2016, 2017, 2018, and 2020)
  • 4 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 30 years, 3 stepchildren and 5 grandchildren, 3 great grandchildren
  • Hobbies are family leisure, travel, biblical studies, the arts, sports and movies
  • Marriage Counselor
  • Teacher/Leader of Biblical Studies at local congregation

 

 

*Auto and some health insurance products offered by unaffiliated insurers.