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Hire the Services of Professional and Competent Wealth Management Experts

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Selecting a Certified & Experienced Agency for Top Quality Financial Assistance

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If you are busy in managing private wealth, a single wise advice can help you plan and save more, for which visit Pelican Wealth Advisors, LLC in Naples. By focusing on both the health and wealth needs of our clients, we have helped them grow their investable assets, enrich their lives and realize their dreams.

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If you’re thinking of ‘what can be better than life insurance’, consider about life insurance annuity and visit Pelican Wealth Advisors, LLC. We believe in improving the lives of clients through a holistic approach for achieving abundance in health and wealth.

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Seek the Guidance of Top Wealth Advisors for Quality Investment & Retirement Management

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Get the Most Professional Wealth & Investment Advice through a Top Financial Consultant

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Retirement Investment with Life Insurance

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Life insurance helps with retirement investment. Yes, you read it right! To get more details, advice, guidance and suggestions on this, consult the experts of Pelican Wealth Advisors, LLC. As a completely independent, fee based, we align our compensation with your financial goals in a ‘win-win’ relationship.

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If you are an employer considering about offering 401K plan to employees, our guidance, suggestion, services and assistance can help you achieve the goal. Pelican Wealth Advisors, LLC is completely independent, fee-based, asset management firm in Naples, FL which aligns its compensation with your financial goals in a “win-win” relationship.

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Retirement Income Planning Bonita Springs FL

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Take a wise step to feel proud as well as happy and satisfied for life after retirement by reaping the benefits of retirement income planning services provided by Pelican Wealth Advisors, LLC in Bonita Springs, FL. Our services include lifetime income annuities, fixed income portfolio, strategic investment portfolio, tactical investment portfolio, retirement roadmap and estate planning.

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The Stock Market Is Nutso, but Let’s Not Lose Our Minds Here

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The Stock Market Is Nutso, but Let’s Not Lose Our Minds Here

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If you believe that markets are rational every day, stocks were telling us on Thursday that doom was drawing near, and Friday was a new dawn. Instead, let's talk about what I think is what really matters to those of us who are nonprofessional investors.

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Instead of reproaching the life after retirement, make this period the golden time of your life by reaping the benefits of retirement planning services of Pelican Wealth Advisors, LLC in Naples, FL. We believe in improving the lives of clients through a holistic approach for achieving abundance in health and wealth.

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Select a Top Agency for Top Quality Wealth Management Services at Nominal Rates

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If you’re thinking of ‘what can be better than life insurance’, consider about life insurance annuity and visit Pelican Wealth Advisors, LLC. We believe in improving the lives of clients through a holistic approach for achieving abundance in health and wealth.

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Selecting a Certified and Experienced Agency for Top Quality Financial Management Advice

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You Don’t Need To Risk to Earn with pelicanwealth.com

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Health Is Always Happiness, Because It Is Also Wealth

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Health Is Always Happiness, Because It Is Also Wealth

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Get the Most Professional and Quality Wealth Management and Retirement Tips

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Pelican Wealth Advisors LLC is a Registered Investment Advisor Firm . We specialize in applying risk management expertise to retirement income and legacy planning.

Dr. Frank's background is in engineering and higher education, not typical for a financial advisor, is an advantage because of his natural analytical, communication and problem solving skills.

Another reason we are unique is that we are completely independent of any large or small broker/dealer relationship. We are a "fee based" asset management firm which aligns our compensation with your financial goals in a "win-win" relationship. This is not the case with the typical Wall Street broker/client relationship. Often, while working with brokers, clients don't know what their fees are!

With over 25 years in the corporate world and 10 years as head of risk management with one of the largest corporations in the world, Dr. Frank's sole purpose was protecting the company from many financial risks.

Personal Experience Led to the Birth of Pelican Wealth Advisors

It was during his career that he had his first negative experience as a client of a well-known brokerage firm. The 2000 "dot-com" market meltdown caused Dr. Frank to lose money while the firm that worked for him continued to earn large fees. This experience led him to start his own financial advisor firm, leverage his expertise in risk management, and find independent solutions for his own clients.
CLICK HERE for Retirement readiness checklist & action plan

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Naples Investment Advisors, Florida | Asset Management | Wealth Advisor Bonita Springs, Fl - Pelican Wealth Advisors, LLC

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Pelican Wealth Advisors LLC is a financial, asset retirement, & investment advisory firm in Bonita Springs. We serve to Fort Myers, Naples, and Estero, Florida. We specialize in applying risk management expertise to retirement income and legacy planning. Call (239) 985-4097 for free consultation.

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Life after retirement can become miserable for anyone if lacking adequate financial sources. To have a stable source of income an entire life, get in touch with Pelican Wealth Advisors, LLC and learn more about life insurance retirement plan by experts.

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Last June, the Federal Reserve released a survey that resulted in some startling statistics regarding the average American's financial situation going into retirement. The study showed the typical U.S. household, between the ages of 55 and 64, held a little over $42,000 in their tax-exempt retirement savings (IRA, 401(k), etc.). It also showed that the average value of standard savings accounts dropped to $18,000 (about half of what it was in previous years.)

So, if you combine these amounts with the maximum Social Security benefits for one year (based on an 80 percent replacement rate), you would have close to $100,000 total for retirement income.

According to a study by Boston College's Center for Retirement Research in 2010, only 42 percent of private sector workers in the United States received defined-benefit and/or defined contribution plans through work . The studies also show that, in the top quintile of high earners, two-thirds of both male and female workers participate in plans. However, only 11 percent of workers in the bottom quintile participate in retirement plans.

Another interesting statistic indicates that women are less likely to have retirement plans through work. From the years 1998 to 2009, working women actually had a higher likelihood than men of having an employer who offered a pension plan. However, they were less likely to be eligible for and participate in those plans. Consider this:

Women are more likely to become single (widowed or divorced) in old age

Women possess a higher life expectancy

Women, on average, earn less lifetime income than men

With these combined factors, the risk of poverty in retirement is significantly higher for women.

Is it no wonder that the majority of respondents in a recent AP-GfK poll said that they supported raising taxes, as well as the retirement age in order to save Social Security benefits.
Are you "scraping together" retirement income? Do you need a better plan? Talk to the Naples wealth management experts at Pelican Wealth Advisors, LLC about your options. Call (239) 985-4097.
The information and opinions contained herein are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by our firm. Content is provided for informational purposes only and is not a solicitation to buy or sell the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation. If you are unable to access any of the news articles and sources through the links provided in this text please contact us to request a copy of the desired reference.

All written content on this site is for information purposes only. Opinions expressed herein are solely those of Pelican Wealth Advisors, LLC and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services are offered by Pelican Wealth Advisors, LLC a Registered Investment Advisor in the State of FL.
Insurance products and services are offered through Pelican Financial Group, Inc. Pelican Wealth Advisors, LLC and Pelican Financial Group are affiliated companies. The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services or insurance products to any residents of any State other than the State of Florida or where otherwise legally permitted.
Content should not be viewed as an offer to buy or sell any of the securities or insurance products mentioned or as legal or tax advice. You should always consult an attorney or tax professional regarding your specific legal or tax situation. Pelican Wealth Advisors, LLC is not engaged in the practice of law.
Hyperlinks on this website are provided as a convenience. We cannot be held responsible for information, services or products found on websites linked to ours.
Images and photographs are included for the sole purpose of visually enhancing the website. They should not be construed as an endorsement or testimonial from any of the persons in the photograph.

Frank Ragonese, Ph.D., also known as "Dr. Frank", is the founder of Pelican Wealth Advisors, LLC, which is a "fee-based", asset management Registered Investment Advisor firm. He has a Ph. D. in engineering and was a college professor in his early career. He has more than 25 years of experience in business and finance, including 10 years as head of Risk Management for one of the largest corporations in the world. "Dr. Frank" founded Pelican Wealth Advisors, LLC in order to apply his extensive risk management expertise to help people manage retirement risks in ways which are not tied to large investment houses. He has a passion for helping others understand the financial industry, and utilizes his love and skills for teaching by providing ongoing educational workshops.

All written content on this site is for information purposes only. Opinions expressed herein are solely those of Pelican Wealth Advisors, LLC and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services are offered by Pelican Wealth Advisors, LLC a Registered Investment Advisor in the State of FL.

Insurance products and services are offered through Pelican Financial Group, Inc. Pelican Wealth Advisors, LLC and Pelican Financial Group are affiliated companies. The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services or insurance products to any residents of any State other than the State of Florida or where otherwise legally permitted.

Content should not be viewed as an offer to buy or sell any of the securities or insurance products mentioned or as legal or tax advice. You should always consult an attorney or tax professional regarding your specific legal or tax situation. Pelican Wealth Advisors, LLC is not engaged in the practice of law.

Hyperlinks on this website are provided as a convenience. We cannot be held responsible for information, services or products found on websites linked to ours.

Images and photographs are included for the sole purpose of visually enhancing the website. They should not be construed as an endorsement or testimonial from any of the persons in the photograph.

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Wealth Management Tip: Are You "Scraping Together" Retirement Income?

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Last June, the Federal Reserve released a survey that resulted in some startling statistics regarding the average American's financial situation going into retirement. The study showed the typical U.S. household, between the ages of 55 and 64, held a little over $42,000 in their tax-exempt retirement savings (IRA, 401(k), etc.).

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If you’re thinking of ‘what can be better than life insurance’, consider about life insurance annuity and visit Pelican Wealth Advisors, LLC. We believe in improving the lives of clients through a holistic approach for achieving abundance in health and wealth.

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Fee-based Asset Management Firm in Bonita Springs, Naples, Estero, and Fort Myers, FL

Concerned about outliving your money? Are you prepared for nursing home expenses when the time comes? Has the downturn in the economy caused you to reduce your lifestyle?
Set your worries aside and learn how you can have income for life, avoid outliving your money, and leave a legacy to your children.
At Pelican Wealth Advisors, LLC we believe in improving the lives of clients through a holistic approach for achieving abundance in health and wealth. This is achieved by creating a family atmosphere and fostering client sharing experiences through monthly educational workshops, wine tastings, and client appreciation events.

The 2000 "dot-com" market meltdown caused me to lose money while the firm that worked for me continued to earn large fees. This experience led me to start my own financial advisor firm, and leverage my expertise in risk management, and find independent solutions for myself and my clients.

As a completely independent, fee-based, asset management firm, we align our compensation with your financial goals in a "win-win" relationship. By focusing on both the Health and Wealth needs of our clients, we have helped them grow their investable assets, enrich their lives and realize their dreams.

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Naples Wealth Management | Financial Advisor Naples, Florida | Financial Planners in Florida - Pelican Wealth Advisors, LLC

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Pelican Wealth Advisors LLC is specialized in investment, retirement and estate planning strategies in Bonita Springs, serving Fort Myers, Naples and Estero, Florida. We are financial planners in the practice of wealth creation and preservation. Call (239) 985-4097 for our support.

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If you are busy in managing private wealth, a single wise advice can help you plan and save more, for which visit Pelican Wealth Advisors, LLC in Naples. By focusing on both the health and wealth needs of our clients, we have helped them grow their investable assets, enrich their lives and realize their dreams.

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When you are working, you have a consistent weekly or monthly paycheck that allows you to pay the bills and enjoy leisure time. However, when you retire you need to figure out how to generate a consistent paycheck to pay bills, etc. Most retirees rely on private pensions and social security for income. However, these sources of income are often not sufficient to meet living expenses.

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Naples Investment Advisor Tip: How Much Money Should You Risk?

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When you are working, you have a consistent weekly or monthly paycheck that allows you to pay the bills and enjoy leisure time. However, when you retire you need to figure out how to generate a consistent paycheck to pay bills, etc. Most retirees rely on private pensions and social security for income.

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Profitable Way to Get Ready for the Retirement Fiscal Benefit

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Profitable Way to Get Ready for the Retirement Fiscal Benefit

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In simplified terms, one can resort to retirement life insurance offer to save a plenty amount of cash for old age good days and let not depend on others. The scheme is quite beneficial in terms of having a forward thinking especially towards adverse circumstances in the near future.

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We At pelicanwealth.com Are Florida’s Best Investment Firm That Gives You the Best Advice

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We At pelicanwealth.com Are Florida’s Best Investment Firm That Gives You the Best Advice

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Frank Ragonese, Ph.D., also known as “Dr. Frank”, is the founder of Pelican Wealth Advisors, LLC, which is a “fee-based”, asset management Registered Investment Advisor firm, and it is under his guidance and expertise that we continue to be the best and biggest investment firm in Florida.

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PELICAN – The Best Wealth Advisors In and Around Florida

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PELICAN – The Best Wealth Advisors In and Around Florida

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For securing my future after I get retirement from my work, I decided to invest my hard-earned money on any of the available retirement plan. However, many of my friends suggested me to get consult with any of the best Florida Investment Advisors before investing my money. Therefore, I started to search in online for getting the best investment advisors list.