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As an Assurity Financial client we want to ensure that you have every tool to be successful in overseeing your Financial Portfolio Growth Plan. We provide our wealth management clients with a simple comprehensive tool to see all of your financial assets in one place on any device where ever you are; home, office, or on the road.

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LET’S GET ACQUAINTED

We offer a complimentary

“Get Acquainted”

meeting to describe our services,

and to see if our services

are right for you.

Contact Us

David Applyby, President

  •   Life involves using life insurance company accounts that can be an integral part of any financial plan. Life insurance accounts can also involve legacy planning, estate planning, income leveraging, buy sell agreements, health care planning, tax advantaged growth guarantees, and income for life strategies.    
  •   Wealth stands for wealth management to help grow your accounts by utilizing market investments. It also includes Financial Planning to allow integration with other areas that affect your wealth. Wealth Management accounts utilize ETF’s, Mutual Funds, Corporate Bonds, Stocks, and are specifically designed for you based on your risk tolerance and goals.  
  •   Retirement involves planning by using the proper retirement vehicles for wealth accumulation and distribution. It also involves planning by managing specific account types, taxes, health care, social security, investment distribution, are some and many more areas we review when it comes to retirement planning.  
  •   Taxes involve maximizing investment gain by utilizing strategies that will reduce taxes while in the accumulation and distribution phase of your financial plan. By providing tax forecasting as part of your overall financial plan, we can help you to see your overall tax savings by being pro-active in your tax approach each year.  

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 941-739-5006 - Fax: 941-866-0998

Our Address:
2048 43rd Avenue West  
Bradenton, FL 34205
Hours of Operation:
Mon. to Fri. 9am to 6pm
Saturday Closed
  • contactus@beesure.com
  • www.beesure-wealthmanagement.com

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