Florida | Feehan Wealth Management
Independent advisors often wear many hats. While we typically focus on wealth management and financial planning, we also can assist clients with estate planning, complicated tax situations, charitable giving, and transferring wealth to heirs. We prefer to see our client's “whole” financial plan and look at the big picture. We take the time to listen and truly understand our client’s goals. With this approach, we develop a strategy that is tailored to our individual clients, not some “cookie-cutter” plan.
President, Financial Advisor
1027 E. Fort King Street
Ocala, FL 34471