Dev Goswami - CFP^®

Financial Representative

Visit my web site!

Florida Financial Group
4190 Belfort Rd. Suite 300
Jacksonville, FL 32216

Phone: (904)281-9010

BUSINESS PHILOSOPHY

My primary focus is to provide families and business owners with assistance in reaching their goals, and building your financial freedom. I do this by focusing on the following objectives: Preservation of wealth, provide repeatable & predictable income, portfolio growth to offset inflation, and a reduction in income taxes.

PRODUCTS AND SERVICES

• Investment Services
• Retirement Planning
• Financial Planning
• Stocks and Bonds
• Mutual Funds &  ETF’s
• Variable & Fixed Annuities
• Tax Sheltered Investment Strategies
• Pension Transfer/Rollovers
• IRA Consolidation/Rollovers
• Education Funding Strategies
• Estate & Wealth Preservation Strategies
• Long-Term Care Insurance
• Life Insurance
• Disability Income Insurance
• Medicare Supplement Coverage
• Pension Payout Alternatives
• Term Insurance
• Universal Life Insurance
• Variable Universal Life Insurance
• Whole Life Insurance
• 401(k) & 403(b) Plans

QUALIFICATIONS

•   years of industry experience including:
• Series 7, 63, 65 and Life, Health and Variable Annuity Licensed
• Registered  to offer securities products in FL,

PERSONAL

• Born in Chicago, IL raised in Michigan. Relocated to Jacksonville, FL in 2004
• Family: Wife and three children
• Hobbies: Basketball, Golf, Reading, Spending time with Family

ORGANIZATIONS

• Member of Rotary International
• Member of First Baptist Church of Mandarin
Universityof DetroitMercy Alumni Association