The world of money can be overwhelming. We help you simplify things.
Our Solutions: It is our goal to simplify things for our clients.
Let’s try that again:
“Mr. or Mrs. Client, please tell me about yourself and what is important to you. I am confident we can find a solution to help you towards your goal.”
When it comes down to it there are basically only two solutions out there – Insurance and Investments. They can be used independently or together. We are unbiased in our approach and recommend solutions based on what you want to accomplish.
Everyone has heard of insurance. But knowing how to use it in your financial plan might be a different story. We help you implement it effectively in any stage.
What Are Our Customers Saying About Us?
“Paul Renfroe thoughtfully explains the plans they offer at Emerald Coast Financial Accounts. They are not pushy. They follow up our needs and requests in a timely manner. They are real professionals.”