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Affiliated Professionals

All About Aging, LLC

All About Aging, LLC

Barbara Herrington, MA, CMC

PO Box 2745
Winter Haven, Florida, 33883-2745
 
Profession: Geriatric Care
Phone: 863-557-7604
Email: info@allaboutagingllc.com
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All About Aging, LLC

All About Aging, LLC

All About Aging is a Geriatric Care Management practice started in 2006 that serves Polk and Highlands Counties in central Florida. We help older individuals and their families enjoy their later years by assisting with navigating the aging process, particularly those dealing with dementia.  We assess the current state of the elder client, develop and implement care plans, and provide ongoing support and monitoring. This includes physician visit management, hospitalization/emergency room management, assisting with care transitions, and moving into facilities or back home to be with family. We are always assessing our clients’ current state and advocating for them so they receive the best care for their situation, often recommending medication changes, getting orders for home health, or facilitating the acceptance of caregivers in the home. Many families are unsure about where to get answers as their loved ones age; we are here to provide guidance and assistance when you are ready.


Freedom Capital Advisors

Freedom Capital Advisors

Ron McCoy

14549 Spottted Sandpiper Blvd
Winter Garden, Fl, 34787
 
Profession: Financial Advisor
Phone: 877-796-2269
Email: ron@freedomcapitaladvisors.com
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Freedom Capital Advisors

Freedom Capital Advisors: Experience Makes the Difference

As the founder and CEO of Freedom Capital Advisors, Ron McCoy has been in the financial markets as an independent advisor for over 25 years. He has a tremendous understanding of the markets and uses both technical and fundamental analysis to assist his clients in achieving their goals. One of the major themes in his investment strategy is a very thorough understanding of risk vs reward and how it affects investment decisions. In fact, Mr. McCoy previously hosted a radio show during the "dot com bubble" aptly named Buy, Sell, or Run where he shared his market insights with his listeners.

Freedom Capital Advisors

Freedom Capital Advisors

Dave McCoy

54 Plum Tree Lane
Franklin, NC, 28734
 
Profession: Financial Advisor
Phone: 828-342-8643
Email: dave@freedomcapitaladvisors.com
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Freedom Capital Advisors

Freedom Capital Advisors: Experience Makes the Difference

Our promise to you

Our goal is to provide you with solid financial advice and give you the piece of mind to know that your assets and financial goals are our number one priority. Being entrusted with other peoples money is not something we take lightly and we will always strive to do the right thing and what is in your best interest. It is this basic principle that has allowed us to survive the ups and downs over the last three decades and will continue to be the cornerstone of our business.

Horizon Nursing Services

Horizon Nursing Services

Marsha Beekman

4765 S. Congress Ave
Lake Worth, Florida, 33461
 
Profession: Home Health
Phone: 561-432-1932
Email: mbeekman@HorizonNurse.com
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Horizon Nursing Services

Horizon Nursing Services


Personal Care

Alzheimer's Care

Respite Care

Hospital Sitter

Veterans Aid & Attendance

Care Coordination Services

Horizon Nursing Services is a client focused nurse registry. We demonstrate this by referring caregivers who provide exceptional care to clients. We are dedicated to meeting the physical, emotional and spiritual needs of clients and their families. We foster an environment that values the importance of dignity, compassion and respect. We work closely with seniors and their families as they progress through different stages of life.

In-Home Nursing Care – Offering safety, dignity and peace of mind during vulnerable times.

We will provide you or your loved one with professional, knowledgeable and skilled healthcare providers. This will help to promote safety and maintain good health. Our goal is to assist you or your elderly family member to achieve as much independence as possible.

Exceeding Your Expectations: Our main goal is to exceed your expectations while meeting the needs of you or your loved one. Our client care coordinators utilize a screening process to select the appropriate caregiver to ensure compatibility.

The entire staff at Horizon Nursing Services is dedicated to referring caregivers who will provide quality nursing services at all times. We understand the challenges of having to care for family members and are here to provide support and assistance.


Global Wealth Management

Global Wealth Management

C. Grant Conness

2810 East Oakland Park Boulevard
Fort Lauderdale, FL, 33306
 
Profession: Financial Advisor
Phone: 954-533-7144
Email: grant@askglobalwealth.com
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Global Wealth Management

OUR MISSION

Global Wealth Management has consistently put the requirements of its clients first. We listen to the people who matter most: OUR CLIENTS.

Our mission is to provide comprehensive investment management and retirement income planning with the ultimate client experience.

Our advice is customized to meet the dynamic needs of our clients.

We aim to provide a total solution to individuals and families who are living in or planning for retirement, thereby leaving GWM clients free to pursue those activities that helped them generate their nest egg, or free to enjoy their lifestyle.

BEST ADVICE, BEST PRACTICE

Our role is to manage our clients' wealth. As an independent organization, Global Wealth Management offers unbiased advice without a conflict of interest arising from the need to prioritize proprietary financial products.

We maintain in-house the key disciplines of Wealth Management: Asset Management, Risk Management & Insurance, Financial & Estate Planning, Business Retirement & Charitable Planning, and Consolidated Reporting.

We do not ask our clients to give up their existing advisory relationships. Instead, we will work with your trusted CPAs, Attorneys, etc. to recommend strategies that best address your needs.

Securities offered through GF Investment Services, LLC. Member FINRA/SIPC. Investment advisory services offered through Global Financial Private Capital, LLC.


Burgos & Brein

Burgos & Brein

Gabriel Burgos

2110 E. Robinson Street
Orlando, FL, 32803
 
Profession: Financial Advisor
Phone: 866-949-7675
Email: gabriel@burgosandbrein.com
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Burgos & Brein


About Gabriel Burgos

Gabriel Burgos is a managing partner and founder of Burgos & Brein. He has resided in Central Florida most of his life where he attended school for business and finance. As an entrepreneur, Gabriel has owned and operated two successful businesses in mortgage and financial industries. After an unexpected downturn in the mortgage market and the economy, Gabriel decided to shift career paths and dedicate his life to helping clients, friends, and family with their financial education. Gabriel’s goal is to help preserve and protect his clients’ assets and help them build and protect their retirement future. 

Gabriel started his career in financial services with one of the top broker dealers in the country. Within one year he operated and managed the two largest branches in the state of Florida where he oversaw all the production, marketing, training, and client relationships. Throughout Gabriel’s career, he has helped many clients accumulate wealth, reduce unnecessary estate and income taxes, and reach financial independence.

VA Benefits

Burgos & Brein is dedicated to serving veterans, providing valuable information and assistance regarding the Veteran Affairs “Aid and Attendance Pension,” a federal assistance program offering monthly support to veterans, spouses and surviving spouses of veterans.

 A study commissioned by the Department of Veterans Affairs suggests only about one-quarter of eligible veterans nationwide, and about 17 percent of eligible widows, are actually receiving aid (1). Earlier statistics are more startling, suggesting nearly 2 million veterans and widows are missing out on $22 billion a year in pensions (2).

 Through our partnership with, VA Accredited Attorneys and Claims Agents, assisted living facilities, at home care providers and other senior advocates, we provide a holistic approach to the Aid and Attendance Pension to maximize the benefits provided to veterans, spouses, surviving spouses of veterans, and their families.

At Burgos & Brein, we are dedicated to providing long-term care assistance and helping you claim financial reimbursement that can range (depending on your situation) from $13,788 to $34,044 annually, TAX FREE!

Burgos & Brein

Burgos & Brein

Darek Smith

1906 South Florida Avenue
Lakeland, FL, 33803
 
Profession: Financial Advisor
Phone: 866-949-7675
Email: darek@burgosandbrein.com
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Burgos & Brein


About Darek Smith

Darek Smith is an investment adviser representative with Burgos & Brein. He has lived in the Central Florida region most of his life. He went to college at Illinois State University. He has years of experience in the financial world where he has worked in financial services, insurance, and mortgages. With all of the uncertainty and changes in the financial world, Darek is grateful to be in the fortunate position of helping people to safely and confidently navigate their own financial lives. He sees himself primarily as a financial resource, educator, and coach, with the goal of building long term relationships of financial security. Throughout his career, he has been a financial resource for his clients. Family is very important to Darek. He is married and has two children.

VA Benefits

Burgos & Brein is dedicated to serving veterans, providing valuable information and assistance regarding the Veteran Affairs “Aid and Attendance Pension,” a federal assistance program offering monthly support to veterans, spouses and surviving spouses of veterans.

 A study commissioned by the Department of Veterans Affairs suggests only about one-quarter of eligible veterans nationwide, and about 17 percent of eligible widows, are actually receiving aid (1). Earlier statistics are more startling, suggesting nearly 2 million veterans and widows are missing out on $22 billion a year in pensions (2). 

Through our partnership with, VA Accredited Attorneys and Claims Agents, assisted living facilities, at home care providers and other senior advocates, we provide a holistic approach to the Aid and Attendance Pension to maximize the benefits provided to veterans, spouses, surviving spouses of veterans, and their families. 

At Burgos & Brein, we are dedicated to providing long-term care assistance and helping you claim financial reimbursement that can range (depending on your situation) from $13,788 to $34,044 annually, TAX FREE!

Burgos & Brein

Burgos & Brein

David Lebold

2255 Glades Road, Suite 324A
Boca Raton, FL, 33431
 
Profession: Financial Advisor
Phone: 561-212-7299
Email: dleboldfinance@gmail.com
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Burgos & Brein


About David Lebold 

David Lebold is the regional director of Burgos & Brein in Southeast Florida, and the newest member of the team. In keeping with the firm’s mission, he is an advocate for solutions that reduce financial risk and strives to educate and assist retirees on ways to protect and preserve their financial security.

 David is an Investment Advisor Representative, registered with the state of Florida. David offers investment advisory services through Burgos & Brein, a Registered Investment Advisor Firm.

VA Benefits

Burgos & Brein is dedicated to serving veterans, providing valuable information and assistance regarding the Veteran Affairs “Aid and Attendance Pension,” a federal assistance program offering monthly support to veterans, spouses and surviving spouses of veterans.

 A study commissioned by the Department of Veterans Affairs suggests only about one-quarter of eligible veterans nationwide, and about 17 percent of eligible widows, are actually receiving aid (1). Earlier statistics are more startling, suggesting nearly 2 million veterans and widows are missing out on $22 billion a year in pensions (2).

 Through our partnership with, VA Accredited Attorneys and Claims Agents, assisted living facilities, at home care providers and other senior advocates, we provide a holistic approach to the Aid and Attendance Pension to maximize the benefits provided to veterans, spouses, surviving spouses of veterans, and their families.

 At Burgos & Brein, we are dedicated to providing long-term care assistance and helping you claim financial reimbursement that can range (depending on your situation) from $13,788 to $34,044 annually, TAX FREE!