Investing for the Long Term: What You Need to Know

David Bibicoff/Strategies For Wealth

For the last 25 years, David Bibicoff of Strategies for Wealth has been educating, empowering, and coaching corporate executives, attorneys, financial professionals, and entrepreneurs through a macro-economic wealth planning process. This macro-economic process consists of four modules, each with a specific objective. These four modules are the Cash Flow Clarifier, Investment Confidence Builder, Wealth Protect, and Future Lifestyle Realization.

In an industry predominantly focused on wealth accumulation, David’s end in mind approach takes the focus beyond that to one of wealth utilization.

Fred Kettler/Kettler Financial

Founded by Fred Kettler in 1992, Kettler Financial is a well respected, full-service independent insurance and financial services firm serving South Florida businesses and the community. Fred Kettler is a trusted professional specializing in Personal Retirement & Income Planning Strategies, Asset Management, and Employee Benefits. Fred has over 30-years of industry experience providing insurance based retirement planning, income protection, as well as employee benefits to businesses. A native New Yorker, Fred’s first five years in financial services, as both Advisor and Sales Manager, began in 1987 with Prudential Financial in Santa Monica, CA.

Expanding his practice upon moving to South Florida in 1992, Fred formed Kettler Financial, a full service financial advisory agency and leading provider of both personal financial security planning for individuals, as well as employee benefits for companies. Motivated to best organize the financial lives of his clients, Fred has incorporated a wide-angle, holistic in nature, financial guidance “philosophy of care” that works. Most people use traditional financial methods, theories, and conventional wisdom as a reason to take on increased financial risk. Instead of putting your assets fully at risk, they consider your complete financial picture and assure your financial security first.

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About Gaslowitz Frankel:

Gaslowitz Frankel is an experienced trial practice firm specializing in all aspects of complex fiduciary litigation throughout Georgia and the Southeast. With a focus on representing individuals, companies, banks, and fiduciaries in dispute involving wills, estates, trusts, guardianships, businesses, and securities law, their experienced and highly qualified litigation attorneys have tremendous credentials and a proven history of success.