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Our Team

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James P. Ball

CFP, ChFC, CLU

About James
Rachel Beach Smith

Rachel Beach Smith

Associate Agent

About Rachel

Services

Medallion Financial Resources

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Social Security Guidance

Maximize your Social Security benefits to support your lifestyle during retirement. Understand your benefits and plan for the optimal claiming age.

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Life Insurance

While the primary purpose of life insurance is to provide financial protection for loved ones, it can also offer peace of mind and ensure a lasting legacy. Discover how you can enjoy tax-free, lifetime income on a living basis

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LTC- Asset Protection-High Cost Of Aging

Investing in long-term care planning services offers the emotional security of knowing that you and your loved ones will have the necessary support and resources to maintain your quality of life, independence, and dignity as you age.

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Annuities

As you prepare for retirement, consider incorporating annuities into your financial plan. Annuities can provide a sense of security and stability, offering a guaranteed income stream that ensures a worry-free retirement.

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Tax-Free Retirement Strategies

Consider opening a tax-free retirement account, such as a Roth IRA or a Health Savings Account (HSA). These accounts offer the benefit of tax-free growth and withdrawals, allowing you to preserve more of your hard-earned savings for the future.

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Financial / Estate Planning

As you approach retirement, prioritize comprehensive financial and estate planning. By creating a well-crafted plan, you can ensure that your hard-earned assets are protected, and your legacy is preserved for future generations.

Clarify your goals and take all the necessary steps

How can Medallion Financial Resources be of assistance to you?

1

Interview

Our team will get acquainted with you and determine your needs and expectations.

2

Research

We will dig deeper into your financial situation, gather data, and discover the best course of action.

3

Plan Presentation

We will go through with you our findings and recommendations, and answer the questions you care about the most.

4

Execute Actions

Once a plan of action is determined, we will execute the steps efficiently and deal with any potential issues.

5

Annual Reviews

Results will be evaluated and any issues or changes to your financial goals will be reviewed and addressed.

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Address

211 Nokomis Ave S, Venice, Florida 34285

Contact Number

1-941-486-0305

Securities Offered through AAG Capital, Inc. Member FINRA/SIPC. Investment Advisory Services are offered through Accurate Wealth Management, LLC an SEC registered investment adviser. Registration does not imply any level of skill or training. Insurance products and services are offered through Accurate Advisory Group and sold through individually licensed and appointed agents in all appropriate jurisdictions.

Information presented is for educational purposes only. It should not be considered specific investment advice, does not take into consideration your specific situation, and does not intend to make an offer or solicitation for the sale or purchase of any securities or investment strategies.

Investments involve risk and are not guaranteed. Be sure to consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein.

Testimonials are from Accurate Advisory Group, Accurate Wealth Management and AAG Capital, Inc. customers and were not compensated.

Information about securities-registered professionals may be found at FINRA BROKERCHECK.

SIPC https://www.sipc.org/

FINRA https://www.finra.org/#/

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