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FINANCE

B & R Financial Specialist services your financial needs by providing professional oversights of financial and investment instruments.

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 B & R Financial Specialist specializes in protecting your needs in dealing with life insurance, mortgage,  and annuities.  We represent major carriers that allow us to customize and to tailor plans to your specific needs.

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INSURANCE PRODUCTS
ASSET-BASED RETIREMENT

B & R Financial Specialist specializes in partnership agreements that protect  your investment in construction project and ensure a greater return on investment.

ESTATE
PLANNING

B & R Financial Specialist makes sure you have an estate strategy in place to protect your personal and business assets and to ensure your wishes are carried out for your family.  We create peace of mind through proper planning.

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Visit

50 N Laura Street, Suite 2500

Jacksonville, FL 32202

Call

T: 904 516 5539

F  904 516 5401

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© 2016  B & R Financial Specialist

by PC Designs

B & R's guidance is intended to be educational.  The client is informed that investing involves risk and the value of his investment will fluctuate over time.  Thus, he may gain or lose money. B & R does not provide legal or tax advice.  The information herein is general and educational in nature and should not be considered legal or tax advice. Tax laws and regulations are complex and subject to change,  which can materially impact investment results. B & R cannot guarantee that the information herein is accurate,      complete, or timely. B & R makes no warranties with regard to such information or results obtained by its use, and disclaims any liability arising out of your use of, or any     tax position taken in reliance on,  such information. Consult an attorney or tax professional regarding your specific situation.                                                                                     

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