Page 18 - Lifestyles in Palm Beach Gardens - June '21

Page 18, Lifestyles in Palm Beach Gardens

Fish And Wildlife Foundation from page 17

As guests basked in the glow of the Jupiter Inlet
Lighthouse, they listened to live music and bid on
exclusive auction items. Donors received a plush Florida
panther for their commitment to safeguard wildlife and
their natural habitats. Laura Coburn Russell, Tucker
Frederickson and John Lacy cochaired the sold-out event.
The Fish and Wildlife Foundation of Florida
honored the lifetime conservation efforts of golf icon
Jack Nicklaus, philanthropist Paul Tudor Jones II and
Contender Boats through its founder and President Joe
Neber. All three are avid outdoorsmen.
About Fish And Wildlife Foundation Of Florida
The Fish and Wildlife Foundation of Florida is a Barbara and Jack Nicklaus Kate Eagleton, Shelli Lockhart
nonprofit organization dedicated to supporting the
Florida Fish and Wildlife Conservation Commission
(FWC), and other public and private partners, to conserve Asset Advisory Services – Forty Years
Florida’s native animals and plants, and the lands and
waters they need to survive. Since its founding in 1994, of Designing Personalized Financial
the foundation has raised and donated $50 million to
conservation and outdoor recreation and education. More
information can be found at wildlifeflorida.org. Solutions with Insight and Integrity

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
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
Wayne Huizenga Jr., Steve Hudson 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
investments. We can help you get
where you want to go safely, while
managing the risks that can impede
your progress.”
- Curtis S. Francisco, CFP ,
®
AIF , Founder, President, Asset
®
Advisory Services
The team that has the knowledge and credentials to deliver
We host educational workshops and everything you need to plan for your future. Left to right
John Lacy, Laura Russell, Tucker Frederickson appreciation events that keep our clients at the - Andrew J. Francisco, M.Ed., Associate Advisor; Joseph
®
center of the personalized care we deliver with C. Francisco, AIF , Vice President; Curtis S. Francisco,
®
®
®
consistency and dedication. CFP , AIF , President; Lori M. Colclasure, CFP , CPA,
The experienced team at Asset Advisory Services brings RICP, CDFA, Wealth Advisor Photo credit: Scott Steger
strength of a unified team approach. Our “big-picture”
mindset to financial wholeness keeps us focused on actively We look forward to hearing from you at: 561.747.9550
retaining “financial staying-power” vs. passively pursuing To schedule your Complimentary Financial Review
simple “financial management.” This care is what clients have Asset Advisory Services, Inc.
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
pulse on what is happening in your life, and assist you with Jupiter, Florida 33477
mapping out new strategies as you navigate each stage of life. To learn more about what we can do for you,
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.
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.
®
picture financial success plan! Fixed Insurance products and services offered through CES Insurance Agency

Steve Nicklaus, Tom Mullins, Robert Spottswood

Pelican Club

Photos by Tracey Benson Photography