Broward Financial Planner - Polk Financial Group, Inc.

Gary Polk has developed a speciality of working with those planning for retirement who want to protect their principal and ensure that their money lasts. As a Broward Financial Planner, Mr. Polk offers programs that attempt to protect assets, maximize returns, and minimize risk and taxes. He speaks to groups and organizations about these programs and how to implement them as part of a well diversified plan. Along with being a Broward Financial Planner, Gary Polk is also a Certified Financial Planner, Certified Senior Advisor, Certified in Long-Term Care, Chartered Life Underwriter and Chartered Financial Consultant. Call us today if you have any questions or to see how Gary Polk can help you. There is no charge for an initial meeting or phone call, or to get a second opinion.
What services and/or products are you interested in? Retirement Planning Educational Planning Estate Planning Life Insurance Long-Term Care Insurance Annuities Mutual Funds Real Estate Investment Trusts (REITS) Professional Portfolio Management (fee based)
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Securities offered through SummitAlliance Securities, L.L.C., Member FINRA and SIPC \| Advisory services offered through SummitAlliance Advisors, L.L.C., a Registered Investment Advisor \| 14785 Preston Road, Suite 1000 \| Dallas, TX 75254 Telephone: (972) 663-4300 \| Polk Financial Group, Inc. is not owned or operated by SummitAlliance.