Michelle Starrett

Financial Services Representative

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

Phone: (904)281-9010
Fax: (904)281-9022
Mobile Phone: (904) 207-8264
E-mail:

  • Registered Representative of New England Securities, Corp. (member FINRA/SIPC)
  • Investment Adviser Representative of New England Securities, Corp. A registered investment adviser

BUSINESS PHILOSOPHY

As a dedicated financial advisor, I assist clients in creating a financial strategy which is custom to their needs and dreams.   I believe the key to success in achieving your goals is holistic planning.  I empower my clients with the knowledge they need to understand the many options that exist.  Then we work together to implement and sustain the plan, year after year.  My personal goal is to become a lifetime resource for each and every client, as well as their families.

 

QUALIFICATIONS

  • Securities Licensed: Series 6, 63 and 65
  • Life, Health & Annuity License in FL
  • BS, Finance – University of Central Florida 1999

ORGANIZATIONS

  • Member of WIFS, Women in Financial Services

PRODUCTS AND SERVICES

  • Investment Strategies
  • Guaranteed Lifetime Income Strategies
  • Term Insurance
  • Universal Life Insurance
  • Variable Universal Life Insurance
  • Whole Life Insurance
  • Disability Income Insurance
  • Retirement Planning Strategies
  • Home & Auto Insurance
  • Business Insurances
  • Employee Benefits
  • Estate Conservation Strategies
  • Education Funding
  • IRA Consolidation/Rollovers
  • ROTH IRA Conversions
  • Long-Term Care Insurance
  • Mortgage Protection (through life insurance and disability income insurance)
  • Pension Payout Alternatives
  • Pension Transfer/Rollovers
  • Mutual Funds

 

I will work with you and your tax and legal advisers to help you select the most appropriate product solutions to suit your specific needs and circumstances. Securities are offered through New England Securities Corp.(NES) (member FINRA/SIPC). New England Financial is the registered mark for New England Life Insurance Company(NELICO), Boston, MA. 02116.NES and NELICO are affiliates