Our Professionals

One professional cannot meet all the needs and challenges of building an efficient Estate or Retirement Plan.

The basic approach to your plan is Unique.

Multiple independent professionals consult to address retirement and estate planning needs

John Phillips

John Phillips

Certified Public Accountant

144 Mary Esther Boulevard
Suite 18
Mary Esther, FL 32569

Keith Vanover

Keith Vanover

Attorney

2018 Lewis Turner Boulevard
Suite D
Fort Walton Beach, FL 32547
Amber Hayes

Amber Hayes

Senior Marketing Strategist

Danny Rasberry

Danny Rasberry

Rasberry Financial Services

Investment Advisor Representative**
401 Central Avenue
Laurel, MS 39440

Colleen Faherty

Colleen Faherty

Mortgage Broker

223 Eldredge Rd
Navarre, FL 32566
Tim Collins

Tim Collins

Realtor

313 Sunset Bay
Miramar Beach, FL 32550
Jay Harris

Jay Harris

Insurance

2018 Lewis Turner Boulevard
Fort Walton Beach, FL 32547

*Eric Riggenbach offers Securities through Client One Securities, LLC Member FINRA/SIPC. Cornerstone Financial and Client One Securities, LLC are not affiliated

** Danny Rasberry offers Securities and Advisory Services offered through Client One Securities, LLC Member FINRA/SIPC and an Investment Advisor. Rasberry Financial Services and Client One Securities, LLC are not affiliated.

Understanding Your Estate: Critical Elements of an Estate Planning Strategy

Establishing an estate planning strategy is crucial, yet many wait too long to put their wishes in writing. Use this helpful guide to review your estate strategy and start conversations with your loved ones, financial professionals, and legal team.

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