Complimentary Planning Meeting

When we are first introduced, we will schedule a complimentary get-to-know-you meeting with one or more members of the Modern-Wealth team. During our initial meeting, we simply spend some time getting to know you. Forming genuine relationships with our clients is vitally important to our team. We believe that we can best serve your needs, dreams and concerns if we first understand what's important to you and your family

Contact us today to arrange a meeting.

Address

6710 Professional Parkway West
Suite 201 B
Sarasota, FL 34240

Phone

941-251-0510

This information should not be considered tax/legal advice. You should consult your tax/legal advisor regarding your own tax/legal situation. Investments will fluctuate and may be worth more or less than when originally purchased. There is no assurance that any particular strategy will work under all market conditions. Past performance does not guarantee future results.

Third party posts do not reflect the views of H. Beck Inc. and have not been reviewed by H. Beck Inc. as to accuracy and completeness.

Jennifer R. Lee, AWMA® is a Registered Representative and an investment advisor representative of and offers securities and investment advisory services through H Beck, Inc. Member FINRA/SIPC, a registered broker-dealer and a registered investment adviser. Jennifer R Lee is currently registered to offer securities in the following States of CA, DE, FL, GA, MD, NY, VA, SD. No offers may be made or accepted from any resident outside the specific state(s) referenced.

Check the background of this investment professional on FINRA’s BrokerCheck.

Michelle Cross, CFP®, CPA is a Registered Representative and an investment advisor representative of and offers securities and investment advisory services through H Beck, Inc. Member FINRA/SIPC, a registered broker-dealer and a registered investment adviser. Michelle is currently registered to offer securities in the following States of FL, DE, PA, MD. No offers may be made or accepted from any resident outside of the specific state(s) referenced.

Check the background of this investment professional on FINRA’s BrokerCheck.