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Palm Planning Group | Retirement & Financial Planning

Palm Planning Group | Retirement & Financial Planning

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Resources

Here are some useful resources to help you:

Our Fiduciary Oath

Useful Websites

Life Balance Wheel:

  • Life Balance Wheel

Taxes:

  • Internal Revenue Service

Government Agencies:

  • Social Security Administration

News:

  • The Wall Street Journal
  • New York Times

 

Link Disclosure: The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through this website. When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to.

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Contact info

  •   5652 Corporate Way, West Palm Beach, Florida 33407
  •   (561) 689-6775
  •   tonylofaso@palmplanninggroup.com

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Securities offered through J.W. Cole Financial, Inc. (JWC) Member FINRA/SIPC.
Advisory services offered through J.W. Cole Advisors, Inc. (JWCA).
Palm Planning Group and JWC/JWCA are unaffiliated entities.

Registered Representatives of J.W. Cole Financial, whose identities and associations with Palm Planning Group, which are disclosed on this site, may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. No information provided on this site is intended to constitute an offer to sell or a solicitation of an offer to buy shares of any security, nor shall any security be offered or sold to any person, in any jurisdiction in which such offer, solicitation, purchase, or sale would be unlawful under securities laws of such jurisdictions. Please note that not all of the investments and services mentioned may be available in every state.

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