Welcome to Windermere Financial Services

  • Are you concerned about losing your retirement funds to the stock market?
  • Are you concerned about losing your assets to the nursing home?
  • Do you want to guarantee an income stream for your retirement?
  • Are you aware of the hidden risks and fees your current investments may have?
  • Do you know how to legally avoid taxes on your social security benefits?
  • Are you aware of tax-deferred investments with no risk?
  • Would you like to avoid the time and cost of probate?

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“If these questions and more are on your mind, you should be consulting with us. The majority of our clients are retired or are approaching retirement. The transition from the accumulation stage of life to the preservation stage carries with it new concerns. Please call us at (407) 865-1248 to arrange for a convenient, free discussion of your estate planning objectives, in our office or in the privacy of your own home.”

David Dowell
Certified Senior Counselor | Attorney at Law | Insurance Agent

Contact Us!

We can help you choose the right financial service for you.
If you have any questions or would like to receive a quote, please contact us through our contact form or give us
a call at (407) 865-1248.
Contact Us! ››

Services

annuitiesIncome PlanningDo you know how to protect your current assets and profits and still have a livable income in retirement?
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annuitiesLong Term CareProtect yourself and your loved ones from having to make the difficult choices when they haven’t prepared.
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annuitiesAnnuitiesLearn how annuities can help your retirement.
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annuitiesLife Insurance
Life is unpredictable, but you still can be prepared.
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