Ingram Financial Group Inc

Bookkeeper · Inheritance law

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799 Overlook Drive, 33884 Winter Haven

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Since 1977 Ingram Financial Group, Inc. has provided its clients with a complete line of professionally administered financial services. Among the services that Ingram Financial Group provides is Investment Planning with Continuous Asset Management. The philosophy at Ingram Financial Group is time in, not timing the market. Client portfolios are individually tailored based upon such factors as Risk Tolerance, Time Horizon, Liquidity and Income Needs and Current Taxation. Each individual client portfolio is then managed to meet specific client goals and objectives. Many of our clients want current income from their portfolio while others seek long-term growth or a combination of both. Asset Allocation tends to expose client portfolios to different classes of assets that may experience favorable performance during volatile periods in the market. Also offered through Ingram Financial Group are Estate Planning Services, Trust Consulting and Implementation, and Zero Estate Tax Planning Techniques. For business owners and corporations Ingram Financial Group offers Executive Benefit Packages that include Deferred Compensation Plans, Fringe Benefit Analysis and Implementation, and a complete line of Retirement Plans.

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BookkeeperInheritance law

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799 Overlook Drive, 33884 Winter Haven

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