Dennis Williams [ChFEBC℠]
19 Ludlow Lane W
Palm Coast, FL 32137
Original Certificate Date: 3/31/2021
ChFEBC℠ Number: 020DWP113
Organization: WSI Financial Partners, LLC
Phone: 352-245-6493
Cell: 352-789-1415
Fax: 386-283-5999
Email: dennis@wsipartners.com
Website: www.wsipartners.com
States Currently Licensed: FL, AL, GA, OH, VA, TX, SC, NC
State Insurance License #: P111740
CRD #: 5850309
Primary Insurance: Independent Insurance Advisor representing multiple insurance companies. No quotas to meet for any carrier. Individual needs and goals are determined before any company or companies are selected if applicable. We integrate Investments, Life & Health Insurance and Annuities to achieve the overall Pre-Retirement and Retirement goals
Primary Investment: Brookstone Capital Management (Non-Commission, All Inclusive Management Fee only) an SEC Registered Investment Advisory Firm
Services: Federal Benefits Planning, Investment Advisor Representative, Comprehensive Financial Planning, Income Planning, Social Security Benefits Analysis, Life Insurance Planning, Medicare Health Insurance, Long Term Care Strategies, Coordination with CPA’s, Estate Attorneys, Tax Planners, and other specialists
Additional Information: Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor. BCM and Williams Suncoast Insurers, LLC are independent of each other. Insurance products and services are not offered through BCM but are offered and sold through individually licensed and appointed agents. Not affiliated with or endorsed by the Social Security Administration or any other government agency