Passmore Planning Professionals

Passmore Planning Professionals At Passmore Planning Professionals, our goal is to help you accomplish your financial goals. Securities offered through CFGS.

Our coordinated financial planning process helps derive a clear path for your family to take in order to accomplish as many of your goals as possible. The process is built upon your family’s unique financial strengths, weaknesses, threats and opportunities. Potential areas of review include:
•Retirement Plan Review
•Life Insurance Review
•Education Plan Review
•Long-Term Care Insurance Review


•Budget Review
•Emergency Fund Review
•Disability Insurance Review
•Property and Casualty Insurance Review
•Estate Plan Review
•Business Plan Integration

If a comprehensive financial plan is perhaps a bit more service than your family requires, our modular needs based analysis will review your current plan for possible changes you need to make in the plan's principle foundation pieces in order to fulfill your family's principal financial goals. Potential areas of review include:
•Retirement Plan Objectives
•Long-Term Care Needs
•Education Goal Objectives
•Life Insurance Review
•Disability Insurance Review

We offer a number of services for business owners, executives and employees. These services include:
•Qualified Retirement Plan Implementation
•Business Continuation Planning
•Key Employee Coverage
•Disability Protection Coverage
•Long-Term Care Coverage

Please be advised that presently representatives of Passmore Planning Professionals hold series 66, series 63, series 7, and series 6 licenses in AL, FL, MS, NM and DC. For residents of other states in which registration is not held, proper licenses and registrations must be obtained by representatives before proceeding further. No part of this communication should be construed as an offer to sell any security or provide investment advice or recommendation. will fluctuate in value and are subject to investment risks including possible loss of principal.

Address

3662 Dauphin Street
Mobile, AL
36608

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm
Saturday 8am - 5pm
Sunday 8am - 5pm

Telephone

+12513163506

Website

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Our coordinated financial planning process helps derive a clear path for your family to take in order to accomplish as many of your goals as possible. The process is built upon your family’s unique financial strengths, weaknesses, threats and opportunities. Potential areas of review include: •Retirement Plan Review •Life Insurance Review •Education Plan Review •Long-Term Care Insurance Review •Budget Review •Emergency Fund Review •Disability Insurance Review •Property and Casualty Insurance Review •Estate Plan Review •Business Plan Integration If a comprehensive financial plan is perhaps a bit more service than your family requires, our modular needs based analysis will review your current plan for possible changes you need to make in the plan's principle foundation pieces in order to fulfill your family's principal financial goals. Potential areas of review include: •Retirement Plan Objectives •Long-Term Care Needs •Education Goal Objectives •Life Insurance Review •Disability Insurance Review We offer a number of services for business owners, executives and employees. These services include: •Qualified Retirement Plan Implementation •Business Continuation Planning •Key Employee Coverage •Disability Protection Coverage •Long-Term Care Coverage Advisory Services offered through Investment Advisors, a registered investment advisor and division of ProEquities Inc., Securities offered through ProEquities Inc., a registered broker/dealer and member of FINRA and SIPC. Passmore Planning Professionals is independent of ProEquities Inc. Please be advised that presently representatives of Passmore Planning Professionals hold series 66, series 63, series 7, and series 6 licenses in AL, FL, GA, and MS. For residents of other states in which registration is not held, proper licenses and registrations must be obtained by representatives before proceeding further. No part of this communication should be construed as an offer to sell any security or provide investment advice or recommendation. Securities offered through ProEquities, Inc. will fluctuate in value and are subject to investment risks including possible loss of principal.