Cherry Wealth Advisors, a Slagle Financial Company

  • Financial Services
  • Investment Companies
  • Retirement Plans
501 Mary Esther Cutoff NW, Ste 6
Fort Walton Beach, FL 32548
(850) 243-7799
Hours:
Monday-Thursday 9AM–4:30PM
Friday 9AM–12PM
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  • About

    We help families nearing retirement or already retired, create a personalized and comprehensive financial strategy to help meet their retirement goals and needs. Our services include: Income planning-creating a lifetime income stream for you and your spouse, if married. Investment Planning-we develop an investment strategy that best fits your retirement needs and goals. Tax Planning-We analyze your investments and attempt to find tax-efficient strategies to reduce tax liability. Estate Planning-Helping families pass their assets the most effective way possible. Long term care planning.

  • Whom to Contact