4w w w. p a l m h a r b o r c c . o r g
Comprehensive financial planning for individuals,
business owners, professionals, executives, and
retirees. Specialties include pre and post retirement
planning, tax and estate planning, and portfolio
management and structure.
Securities and investment advisory services offered through FSC SECURITIES CORPORATION, member FINRA, SIPC, and a registered
investment advisor. Additional investment advisory services offered through Klimis & Associates Advisory, Inc., a registered investment advisor
not affiliated with FSC Securities Corporation. Klimis & Associates, Inc. is not affiliated with FSC Securities Corporation or registered as a
broker-dealer or investment advisor.
35002 US Highway 19 North
Palm Harbor, FL 34684