Rose Pagan
FIC, BFA™
Today. Tomorrow. Together. Your priorities. Let's talk.
State(s) Licensed: FL, GA, LA, NC, TX
308 Ave G SW Suite 207
Winter Haven, FL 33880
Today. Tomorrow. Together. Your priorities. Let's talk.
State(s) Licensed: FL, GA, LA, NC, TX
Let's put your plans in motion
As your Financial Professional I will work with you to provide guidance that will connect your financial goals with your faith.
Keeping in tune with others' emotional and psychological needs is extremely important and I believe this leads to more successful, long-lasting relationships. I view my relationships with clients as true partnerships, demanding honesty, sharing and a joint search for ideas and solutions that will enrich their lives.
Whether it is helping you with Life Insurance needs or Investment management together we can develop a financial strategy that helps your money work for you.
With your confidence, I will commit to help you take care of what's important and a priority to you.
How I can help...
- Retirement Planning
- Life Insurance & Protection
- Disability Insurance
- Extended Care Solutions
- Investments & Wealth Building
- Tax Planning & Efficiency
- Social Security Planning
- Trust Services & Estate Planning
- Budgeting & Saving
- College Funding Strategies
Currently working with residents of Polk, Orange, Osceola, Lake, Hillsborough, Highlands, Pasco, Broward, Miami-Dade and Palm Beach counties.
To learn more about the privacy of your information, visit our Notice at Collection for California Consumers or our privacy policy.
Location
Winter Haven Office
- Phone:
- 863-325-6529