With nearly two decades in the financial and insurance services industry, president and financial professional Ronnie Culbertson has worked with thousands of clients over the years and witnessed about every type of life scenario when it comes to financial matters. All that experience can work to your benefit as he can help share the pros and cons of various financial strategies.
He is a firm believer that no matter your age, it’s never too soon to start saving for retirement. And if you haven’t started, let’s start today on crafting a plan to catch up so you can have more confidence in what tomorrow might look like. Insurance is an important consideration too, as life has a way of throwing curveballs when we least expect. It’s better to be prepared rather that caught without a safety net.
At Palm Financial Services, Ronnie walks each client though a comprehensive system for wealth accumulation and tax planning that includes his specialty expertise in retirement planning, investments, Medicare supplements, paycheck replacement and life insurance.
Ronnie is a Registered Investment Advisor (RIA) and is licensed to sell life insurance and annuities in several states.
In his free time, Ronnie spends time with his wife, family, and rescue cats Suki & Mia. He enjoys hiking, fishing, Boating, technology, and online gaming. Ronnie also Supports our local First responders, assisting in fundraisers for schools and not-for-profits charities.
AND WE'LL GET RIGHT BACK TO YOU.
(864) 231-8811
rc@ronnieculbertson.com
Registered Representative of and securities offered through Berthel Fisher & Company Financial Services, Inc. (BFCFS). Member FINRA/SIPC. Palm Financial Services and BFCFS are independent entities.
Licensed Insurance Professional. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice.
Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company. 21764 - 2022/3/11
Registered Representative of and securities offered through Berthel Fisher & Company Financial Services, Inc. (BFCFS). Member FINRA/SIPC. Palm Financial Services and BFCFS are independent entities.
Licensed Insurance Professional. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice.
Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company. 21764 - 2022/3/11