Nationwide Insurance

Wealth Planning & Design Inc, located in Lakewood Ranch, FL, has been dedicated to empowering families in building, protecting, and passing down wealth for over 85 years. With a focus on personalized financial strategies, they assist clients in navigating various stages of financial planning, from budgeting to estate management, ensuring a secure financial future. The firm emphasizes a partnership approach, providing insights and guidance that foster both confidence and generational wealth. Their services include financial management, insurance planning, generational wealth management, and retirement planning, all designed to create legacies that last. Generated from the website

As a Personal Financial Representative in Lakewood Ranch, I know many local families. My knowledge and understanding of the people in this community help me provide customers with an outstanding level of service. I look forward to helping families like yours protect the things that are important - your family, home, car and more. I can also help you prepare a strategy to achieve your financial goals.

Janet Jones is your Sarasota local lender. As a loan officer at Guaranteed Rate, one of the largest retail mortgage lenders in the United States, Janet is committed to helping homeowners with home purchase loans and refinances, while simplifying the mortgage process and making your home loan experience easy to navigate. Contact Janet at (941) 468-4296 for more information!