Financial Planning

01

In the event of death, life insurance offers surviving family members increased financial security. As a tax-free lump sum payment, it can pay for final expenses and debts, as well as provide income for the deceased’s dependents.

02

Knowledge and experience, independence and dedication, a broad vision and critical depth form our assets.

03

The focus of the Tax & Legal Department is on advisory services in the tax, company, civil and commercial law.

04

We specialize in accounting, tax and legal advice as well as corporate finance.

05

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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.

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