Marnie J. Keller, CPA, PA
Cape Coral, FL
Ph:(239)573-8170
Fax:(239)214-0311
cell:(239)292-8170
Financial Planning
Understanding the role of your advisors is key, we can help you with this by taking the time to truly understand your needs and concerns as well as identify you and your families personal, goals, needs, wants and concerns. Once we create this financial blueprint, the application for your financial success can be implemented with our assistance. Some of these aspects that will be identified which will add to your financial security and your success include:
- Identifying needs
- Understanding the difference between income, dividends, general distributions versus cash flow
- Setting and defining goals
- Defining income and return on investment for tax reductions
- Estate Tax planning
- Survivor Assistance
- Help you to not out live your money
- Stop your income from fluctuating
- Asset protection
- Family financial protection
- Income understanding
- Inflation considerations
Supervisory Branch Address:
8470 Enterprise Circle
Suite 102
Lakewood Ranch, FL 34202
Securities offered through Centaurus Financial, Inc. Member FINRA/SIPC.
Investment Advisor Representative and advisory services offered through Money Armour Inc. a State of Florida Registered Investment Advisor.
Centaurus Financial, Inc. and Money Armour are not affiliated.
This web site is not intended as solicitation in any jurisdiction where Centaurus Financial, Inc or Money Armour, Inc. is not properly licensed. The services and products described on this web site are intended to be made available only to persons in the United States, and the information on this web site is only for such persons. Nothing on this web site shall be considered a solicitation to buy or an offer to sell a security to any person in any jurisdiction where such an offer, solicitation, purchase or sale would be unlawful under the securities laws of such jurisdiction.