Page 3 - Waterways - November '19

Waterways, Page 3

Bluewater Babes ‘Fish For the Cure’ from page 2 Susan G. Komen from page 1

team captain and repeatedly recognized as a top ten individual
fundraiser. She has also participated in the Susan G. Komen
3-Day Walk four times in cities across the United States. She
hopes that her support of Komen will be an inspiration to others
so that one day there will be a world without breast cancer.
James Keegan, Age 71, Palm City
James is a six-year breast cancer
survivor. His mission is to raise
awareness that men can also get
breast cancer, encourage them to
examine themselves and ask their
physicians to examine their breasts
during their annual physicals, and
take action at the first sign of an
issue.
Heidi Kirk Garcia, Age 50, Jupiter
Heidi is a four-year survivor. She
believes that early detection saved
her life and stresses the importance
of annual mammograms. Heidi
shares that breast cancer is a
“family” diagnosis, crediting her
loved ones for getting her through
treatment, and also recognizes her
fellow employees at NextEra Energy/FPL who share their
breast cancer experiences and support each other daily.
Sabine Millien-Felix, Age 58, West
Palm Beach
Sabine is a survivor of less than
one year. She has vowed to assist
other women going through breast
cancer personally by reaching out to
those paralyzed with fear who don’t
Asset Advisory Services – Forty Years know what to do – especially those
in her Haitian community – as well
of Designing Personalized Financial as professionally by lending her guidance for working
with insurance companies to get much needed treatments.
Brie Pestano, Age 34, Boynton
Solutions with Insight and Integrity Beach
Brie is a two-year breast cancer
survivor. She wants to help other
We know how incredibly personal it is to plan for a Managing your Wealth in Alignment with young breast cancer patients stay
lifetime of secure financial fulfillment. It is the very basis that your Life - Our 5-Step Approach: strong mentally as much as possible,
we at Asset Advisory Services promise to draw from when Discovery – Assessment – Evaluation – believing a positive attitude is
crafting a unique approach, tailored to fit your individual Implementation – Adaption essential to overcoming the battle.
financial goals - planned to suit what is most important to Our top goal is to exceed expectations with care. Brie is also determined to find a
you. We are celebrating our fourth decade of providing the One way we accomplish this is by offering educational way to help create a network where women can share
highest level of care to our clients. workshops to expand your knowledge and illuminate our information that may help physicians and scientists
Our Founder, Curtis S. Francisco, CFP , AIF built the wide array of services to you. At Asset Advisory Services, determine the cause for the disease.
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firm from a strong work ethic and personalized touch to help we lend our expertise in helping you manage the many The 2020 Warriors in Pink will share their experiences
people make their very best investment choices. His son Joe and complicated factors that contribute to a stable and with the community throughout the year and have a
has worked alongside him in the firm for the past 6 years. sustainable Financial Home. special role at the Komen South Florida Race for the Cure
Our staff consists of seasoned professionals with over 20 Our clients count on us to review market trends and on Jan. 25 in Downtown West Palm Beach. They will
years of combined experience. current events, monitor and advise them on cash flow and lead hundreds of survivors to the Meyer Amphitheatre
Our advisors at AAS take the time to get to know you and performance, and to keep their portfolios on track to the stage during the Survivor Recognition Ceremony, where
your family and take pride in the practice of “relationship highest consistent level of performance possible. Throughout all will be recognized for their fight against breast
investing.” Realizing that your needs and experiences will the year we review current tax returns, and advise on cancer. Following the ceremony, the Warriors will lead
shift over the years as you flow with your loved ones from strategies to secure better deductions, to minimize your tax all survivors on the 5K walk along Flagler Drive. They
Accumulating your Wealth to De-cumulating your Wealth, liability in conjunction with saving for your retirement. will follow a Ford pace car, the national supporter of the
our intention is to invest in you as a partner in your process. When questions about your investments, your tax Warriors in Pink program devoted to recognizing women
Our goal is to help you pursue your short and long-term planning, your complex estate concerns, your retirement, who live by the credo of taking charge, living out loud,
dreams, no matter your stage in life. planning and maintaining proper levels of your insurance harnessing power and standing together.
arise, think of Asset Advisory Services – we are here to keep “Our Warriors are an inspiration to all that we will not
“Our approach gives us a unique you on the path to Financial Freedom. let breast cancer defeat us,” said Kate Watt, executive
perspective that allows us to create director of Komen Florida. “They are helping us take the
the right plan for you and your fight to every corner of our community to drive awareness
investments. We can help you get and save lives because they know if it can happen to them,
where you want to go safely, while it can happen to anyone.”
managing the risks that can impede To learn more about the Race for the Cure and Warriors
your progress.” in Pink, visit https://komenflorida.org/2020-warriors-in-
- Curtis S. Francisco, CFP , pink/.
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AIF , Founder, President, Asset About Susan G. Komen And Komen Florida
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Advisory Services Komen Florida is helping fuel research, advocate for
The team that has the knowledge and credentials to deliver patients and support people facing breast cancer locally
We host educational workshops and everything you need to plan for your future. Left to right through a variety of direct patient-centered services and
appreciation events that keep our clients at the - Andrew J. Francisco, M.Ed., Associate Advisor; Joseph by collaborating with area providers to remove barriers
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center of the personalized care we deliver with C. Francisco, AIF , Vice President; Curtis S. Francisco, and connect people to needed care across the state of
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consistency and dedication. CFP , AIF , President; Lori M. Colclasure, CFP , CPA, Florida. For more information, call (561) 514-3020 or
The experienced team at Asset Advisory Services brings RICP, CDFA, Wealth Advisor Photo credit: Scott Steger visit www.komenflorida.org.
strength of a unified team approach. Our “big-picture” About Susan G. Komen®
mindset to financial wholeness keeps us focused on actively We look forward to hearing from you at: 561.747.9550 Susan G. Komen® is the world’s leading nonprofit
retaining “financial staying-power” vs. passively pursuing To schedule your Complimentary Financial Review breast cancer organization, working to save lives and
simple “financial management.” This care is what clients have Asset Advisory Services, Inc. end breast cancer forever. Komen has an unmatched,
come to count on from us throughout the years. Our system Three Palms Center comprehensive 360-degree approach to fighting this
of review meetings and meaningful updates helps us keep a 2141 Alt A1A South Suite 310 disease across all fronts and supporting millions of
pulse on what is happening in your life, and assist you with Jupiter, Florida 33477 people in the United States and in countries worldwide.
mapping out new strategies as you navigate each stage of life. To learn more about what we can do for you, We advocate for patients, drive research breakthroughs,
Is the financial planning process new to you, or are you please visit us at: www.AssetAdvisoryServices.com improve access to high-quality care, offer direct
simply in need of a second opinion? We are happy to help. patient support and empower people with trustworthy
We take pride in being the premier colleague in your big- Securities and Advisory Services Offered through Commonwealth Financial information. Born out of a promise between two sisters,
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Network Member FINRA/SIPC, a Registered Investment Adviser.
picture financial success plan! Fixed Insurance products and services offered through CES Insurance Agency Susan G. Komen remains committed to supporting those
affected by breast cancer today, while tirelessly searching
for tomorrow’s cures.