Navigate through Retirement

 

Feeling like you are anchored down?

Attend one of our monthly Workshops or Meet with us one on one to learn how we can help Navigate through Retirement. Learn various ways to generate income through Options.

"Options trading entails significant risk and is not appropriate for all investors. Certain complex options strategies carry additional risk. "

Mark A. Cline

Managing Partner & Sr. Wealth Advisor

•Chief Executive Officer – Cline Enterprises, Inc.
•20 years in Financial Services
•Licenses - Series 7, 6, 26, 63, 65, Life, Health, Variable Annuities.
•States Licensed – FL, CO, CT, DE, GA, KS, MO, NC, NJ, NY, TN

John P. Gaffney, CFS , AIF®,

Managing Partner & Sr. Investment Specialist , Portfolio Manager, Accredited Investment Fiduciary®

 

Bringing

Wall Street

to The Villages

 

 
 
•CFG Portfolio Model - Investment Specialist
•Villanova University – BAS/Accounting
•Northwestern University - Studied Economics/Communications
•20+ years in managing client assets
•Licenses - Series 7, 63, 65, Life, Health, Variable Annuities.
•States Licensed – FL, CO, CT, GA, MO, NC, NJ, NY, TN
 
 

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck