Personal Needs

For more information, or for assistance with any of the following services or solutions, please contact me or click here to let me know how I may contact you.
I will be happy to serve you.

Wealth Accumulation Strategies

  • Retirement Planning
  • Retirement Income Strategies
  • Mutual Funds
  • Variable Annuities
  • 401(k) and Pension Rollovers
  • Traditional IRA
  • Roth IRA
  • Stretch IRA
  • Education Funding / College Planning (529 plans)

Family Protection

  • Life Insurance: Term, Whole Life, Universal Life, Variable Universal Life
  • Disability Income Insurance
  • Long-term Care Insurance
  • Estate Conservation
  • Medical Insurance / Health Insurance 

 

For more information, contact:

Michelle Starrett
Financial Representative

4190 Belfort Road, Suite 300
Jacksonville FL 32216

(904) 924-6334 office
(904) 207-8264 cell
mstarrett@jacksonville.nef.com
www.MichelleStarrett.com