David M Jones & Associates in Naples, FL offers a range of services including family wealth insurance advising, life settlement specialist services, and wealth preservation strategies for clients aged 60 and over with estates valued at $5 million or more. With a focus on innovative estate planning solutions, the firm assists clients in navigating complex financial decisions to preserve family wealth for future generations.
Specializing in helping individuals over age 65 with life-threatening conditions, the company provides free policy evaluations and guides clients through the life settlement process to sell their life insurance policies for a cash settlement. With a client-centered approach, David M Jones & Associates aims to empower clients to make informed decisions about their insurance and estate planning needs.
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