Page 4 - Jupiter West - November '19
P. 4

Page 4, Jupiter West

      Big Dog Ranch Rescue from page 1

      this annual event. Because
      of their support tonight, five
      more furry friends have a
      loving place to call home.”
        For more information,
      please visit w ww.
      downtownatthegardens.com
      or call (561) 727-2640. To
      adopt a dog from Big Dog
      Ranch Rescue, visit https://
      bdrr.org/ or call (561) 791-
      6465.                    Erin  Devlin  and  William
      About Downtown At The  Nicoloso
      Gardens                                            Gerald Miller, Laurie Gagne      Francine and Roger Kirk          Kathleen Restino, Jamie Deleeuw, Sara
        Downtown at the Gardens is a lifestyle center located in Palm                                                      Ferguson
      Beach Gardens, Fla., featuring a unique collection of shops and
      restaurants, including Whole Foods, Cobb 16 Theaters, Yard
      House and many more. Accented by an abundance of signature
      events, pet-friendly atmosphere, family-centric experiences,
      and so much more, Downtown at the Gardens is a favorite in
      Palm Beach Gardens. The stylish venue, conveniently located
      in Palm Beach Gardens between West Palm Beach and Jupiter,
      features a collection of local boutiques and dining options sure
      to please any palate. Discover something special at Downtown
      at the Gardens! Downtown at the Gardens is located at 11701
      Lake Victoria Gardens, Palm Beach Gardens, Fla.


                                                                                                                           Hannah Abell, Taylor and Missy Moxley,
                                                                                                                           Nicole Anthony

                                                         Bob Simmons, Keaton Davis, Shelly Davis  Britt Knoth, Bethany and Paul Smykay  Photos by Tracey Benson Photography

                                                              Asset Advisory Services – Forty Years

                                                                of Designing Personalized Financial


                                                                Solutions with Insight and Integrity
      Dorothy Bradshaw, Lauree Simmons, Ric Bradshaw

                                                            We know how incredibly personal it is to plan for a     Managing your Wealth in Alignment with
                                                          lifetime of secure financial fulfillment. It is the very basis that   your Life - Our 5-Step Approach:
                                                          we at Asset Advisory Services promise to draw from when   Discovery – Assessment – Evaluation –
                                                          crafting a unique approach, tailored to fit your individual   Implementation – Adaption
                                                          financial goals - planned to suit what is most important to    Our  top  goal  is  to  exceed  expectations  with  care.
                                                          you. We are celebrating our fourth decade of providing the  One way we accomplish this is by offering educational
                                                          highest level of care to our clients.           workshops to expand your knowledge and illuminate our
                                                            Our Founder, Curtis S. Francisco, CFP , AIF  built the  wide array of services to you. At Asset Advisory Services,
                                                                                           ®
                                                                                                ®
                                                          firm from a strong work ethic and personalized touch to help  we lend our expertise in helping you manage the many
                                                          people make their very best investment choices. His son Joe  and complicated factors that contribute to a stable and
                                                          has worked alongside him in the firm for the past 6 years.  sustainable Financial Home.
                                                          Our staff consists of seasoned professionals with over 20    Our clients count on us to review market trends and
      Allie Stiles, Andrew Prestianni  Jeff Ducote and Taylor Komlo  years of combined experience.        current events, monitor and advise them on cash flow and
                                                            Our advisors at AAS take the time to get to know you and  performance, and to keep their portfolios on track to the
                                                          your family and take pride in the practice of “relationship  highest consistent level of performance possible. Throughout
                                                          investing.” Realizing that your needs and experiences will  the year we review current tax returns, and advise on
                                                          shift over the years as you flow with your loved ones from  strategies to secure better deductions, to minimize your tax
                                                          Accumulating your Wealth to De-cumulating your Wealth,  liability in conjunction with saving for your retirement.
                                                          our intention is to invest in you as a partner in your process.    When  questions  about  your  investments,  your  tax
                                                          Our goal is to help you pursue your short and long-term  planning, your complex estate concerns, your retirement,
                                                          dreams, no matter your stage in life.           planning and maintaining proper levels of your insurance
                                                                                                           arise, think of Asset Advisory Services – we are here to keep
                                                            “Our approach gives us a unique                you on the path to Financial Freedom.
                                                          perspective that allows us to create
                                                          the right plan for you and your
                               Marti Ziegelbauer, Cindi   investments. We can help you get
      Matt and Katharine Boris  Korchak                   where you want to go safely, while
                                                          managing the risks that can impede
             Country Club                                 your progress.”           ®
                                                               - Curtis S. Francisco, CFP ,
                                                             AIF , Founder, President, Asset
                                                                ®
                     Drift Fishing                                      Advisory Services
                                                                                                           The team that has the knowledge and credentials to deliver
       ½ Day • All Day                                            We host educational workshops and        everything you need to plan for your future. Left to right
       Night Fishing                                          appreciation events that keep our clients at the   - Andrew J. Francisco, M.Ed., Associate Advisor; Joseph
                                                                                                                         ®
       SnApper • Grouper                                      center of the personalized care we deliver with   C. Francisco, AIF , Vice President; Curtis S. Francisco,
         KinG • Dolphin                                                                                   CFP , AIF , President; Lori M. Colclasure, CFP , CPA,
                                                                                                                                                  ®
                                                                                                              ®
                                                                                                                   ®
         SAil • WAhoo                         Gift                    consistency and dedication.
                                             Certificates     The experienced team at Asset Advisory Services brings   RICP, CDFA, Wealth Advisor
                                              Available
                44 Foot Custom Walk Around                strength of a unified team approach. Our “big-picture”                   Photo credit: Scott Steger
                       5 - 12 Anglers                     mindset to financial wholeness keeps us focused on actively   We look forward to hearing from you at: 561.747.9550
                Larger Group Charters Available           retaining “financial staying-power” vs. passively pursuing   To schedule your Complimentary Financial Review
       Reservations Suggested • Individual Anglers Welcome  simple “financial management.” This care is what clients have   Asset Advisory Services, Inc.
               Captain Jim Barton                         come to count on from us throughout the years. Our system       Three Palms Center
                                                          of review meetings and meaningful updates helps us keep a   2141 Alt A1A South Suite 310
                     USCG 100-Ton Master                  pulse on what is happening in your life, and assist you with   Jupiter, Florida 33477
                      40 Years Experience                 mapping out new strategies as you navigate each stage of life.
                   USCG Licensed and Insured                                                                   To learn more about what we can do for you,
              Castaways Marina (behind Square Grouper)      Is the financial planning process new to you, or are you   please visit us at: www.AssetAdvisoryServices.com
                                                          simply in need of a second opinion? We are happy to help.
               561-262-5329                               We take pride in being the premier colleague in your big-  Securities and Advisory Services Offered through Commonwealth Financial
                                                                                                               Network  Member FINRA/SIPC, a Registered Investment Adviser.
                                                                                                                    ®
                   Live Bait When Available               picture financial success plan!                  Fixed Insurance products and services offered through CES Insurance Agency
               www.CountryClubCharters.com
   1   2   3   4   5   6   7   8   9