Services

Services

How I Help

I specialize in helping women and their families develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore the website and the wealth of information we offer.

I offer personalized service and confidentiality. I educate clients about financial concepts and products, and take the mystery out of retirement strategies, insurance, estate conservation, and preserving wealth.

I understand the many challenges of retirement today and know the biggest concern for many is outliving their money. I focus on money management, as well as other issues that are critical to your financial well being.

Business Planning

401k Plans

SIMPLE Plans

SEP (Self-Employed Pension)

Buy-Sell Agreement

Executive Bonus Plan

Business Succession Planning

Legacy Planning

Roth IRA's

College Planning

Brokerage Accounts

Traditional IRA's

403b Plans for State Government

Certified in Florida Retirement Systems

Annuities (Fixed and Variable)




Insurance

Disability Income Insurance

Long-Term-Care Insurance

Mortgage Protection Insurance

Life Insurance Retirement Planning


For more information about the firm and the services I offer, send a quick email or call the office. I would welcome the opportunity to speak with you.

April Murdaugh  (904) 753-5250 (Mobile)  (904) 296-3300 (Office)

Email: Info@WomanToWomanFinancial.com