Financial Planning


At Vernick Financial, we want to know what your hopes, dreams, goals, and objectives look like. From there, we create and maintain a customized financial plan to help you preserve and grow your assets. We look at the big picture and then apply a thorough planning process to create a legacy of support that spans generations. Few financial planners help their clients invest with this multi-generational outlook.

Our financial planning services include:

  • Estate Conservation
  • Risk management
  • Investment Planning
  • Retirement planning
  • Tax management
  • Long-term care planning
  • Cash management
  • Charitable giving

Let our team create a financial plan that works for every aspect of your life and across the generations — from planning for college to funding eldercare expenses. We have more than 50 years of combined experience to guide you in reaching these important goals.

Vernick Financial is a proud part of

Greater Seminole Chamber of Commerce

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