Business Planning

Building a financial strategies model is one of the services we provide. We enjoy helping local business owners by creating a plan to address a variety of needs from Key Employee Insurance to Worksite Benefits.

Let us help you choose the right options that will help provide advantages like:

  • Helping maintain your financial independence, lifestyle and long-term financial strategy plan in the event your income is impacted
  • Assist with paying fixed expenses for your business if you become disabled
  • Support the buy-out of a disabled partner’s share of a business
Our Team at The Wingate Group Can Help

Brett Wingate*

President / Owner / Financial Representative

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4854 Woodbine Rd. Suite 1
Pace, FL 32571
P: 850.889.4094
E: thewingategroupfl@gmail.com
Checkout FINRA's BrokerCheck to view The Wingate Group, Inc.
* Jared Brett Wingate offers products and services using the following business names: The Wingate Group – insurance and financial services | Ameritas Investment Company, LLC (AIC), Member FINRA/SIPC – securities and investments. AIC is not affiliated with The Wingate Group or any other entity mentioned herein.
Products and services are limited to residents of states where the representative is registered. This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your representative. Read it carefully before you invest or send money. A representative will contact you to provide requested information. Representatives of AIC do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation.

The Wingate Group, Inc. © 2024. All rights reserved.