Join our monthly Wealth Protection Workshop series – interactive sessions (capped at 30 attendees) where Adam shares strategies to help shield your wealth from common risks.
Check our events calendar for upcoming workshop dates in the Bradenton/Sarasota area and online, and be sure to RSVP early to save your seat!
09.01.25
09.01.25
09.01.25
Prefer to discover at your own pace? Explore our library of resources.
Strategies to help you achieve financial stability during your retirement.
Cut through the noise and get the facts about retirement planning.
When you become part of the Private Financial Counsel family (or even if you’re just interested), you can subscribe to our “Protection First” e-newsletter.
Once or twice a month, we’ll send you bite-sized tips, success stories, and need-to-know updates on market or tax changes. We also offer a no-cost 7-week email course called “The 7 Risks to Your Wealth (and How to Defuse Them)”. In this series, each week you’ll get an email focusing on one major financial threat, from long-term care costs to sequence-of-returns risk, complete with a simple action step you can take to help bolster your defenses.
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Phone
941-677-6113
info@privatefinancialcounsel.com
Office
Lakewood Ranch, Florida (serving clients in Florida and across the U.S.)
Licensed Insurance Professional. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. This material has been prepared for informational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice. We are not affiliated with any government agency.
Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company.
By contacting us, downloading booklets, or attending events, you may be offered a meeting to discuss how our insurance and other services can meet your retirement needs.
Investment advisory services are provided in accordance with a fiduciary duty of care and loyalty that includes putting your interests first and disclosing conflicts. Insurance services have a best interest standard which requires recommendations to be in your best interest. Advisors may receive commission for the sale of insurance and annuity products. Additional details including potential conflicts of interest are available in our firm's ADV Part 2A and Form CRS (for advisory services) and the Insurance Agent Disclosure for Annuities form (for annuity recommendations).
*Private Financial Counsel does not provide legal advice and cannot draft legal documents. We work with experienced CPA’s, tax planners and estate planning attorneys who develop the legal documents that express a client’s estate planning intentions. We are pleased to work with a client’s current estate planning attorney, CPA, and other advisers.
Asset Management and Investment Advisory Services offered through Caitlin John Private Wealth Management, a SEC Registered Investment Advisor Firm, headquartered at 1024 E. Grand River Ave, Brighton, Michigan 48116 / (810) 355-1325. Private Financial Counsel, LLC and Caitlin John Private Wealth Management are separate entities and are not affiliated.
Watership Private Capital Management, LLC is a registered investment adviser in the state of Florida. The adviser may transact business in states where it is appropriately registered, or where it is excluded or exempted from registration.Information presented is for educational purposes only and is not an offer or solicitation for the sale or purchase of any securities or investment advisory services. Investments involve risk and are not guaranteed. Be sure to consult with a qualified financial adviser or a tax professional before implementing any strategy discussed herein.
ARE-19038 | 26712 | 11/12/2025