Get
FISCALLY
FIT
Through Professional Planning Don’t leave your fiscal health to chance.
Let the professionals at The Fontaine Financial Group help you plan for and achieve your goals, whether you need a personal financial plan, a customized executive benefits program for your business, or a detailed asset allocation analysis. Our mission is to create cost-effective financial strategies for our clients by first assessing their aspirations and then identifying and prioritizing their short- and long-term goals.
We offer: Retirement Planning • Investment Services Estate Planning Strategies • Risk Management Financial Planning • Insurance for Business Owners
The
Low-Key Alternative To A High-Stress Environment
Dr. Urban’s Ocala-based cardiology practice is unlike any other. You’ll find no sterile white walls, tattered magazines, or televisions blaring the news. Instead, his office is warm and inviting. The beautiful, unique décor, along with his courteous and professional staff make a visit to the doctor’s office an enjoyable experience. Dr. Urban characterizes his office as the low-key alternative to what can often be a high-stress environment. • Full-Service Cardiologist with 25 years experience
• Acute- and critical-care patients, including heart catheterizations and angioplasty
L-R: Grant McMahon, Financial Professional; Steven L. Smiley, CLU, CHFC; Jeff Zysek, MBA, Financial Professional
At The Fontaine Financial Group, you’ll have access to an extensive range of excellent products and services to help you achieve your financial objectives. You’ll have our professionals on your side.
The
FONTAINE Financial Group
• Preventative care • Routine heart-health maintenance, including cholesterol and blood pressure
Jane B. Fontaine M.S., CFP®, ChFC, CLU, AEP™, CASL
352.622.9090 Paul L. Urban,
MD, FACC, FAHA, FSCAI 1800 SE 17th St, #700, Ocala, FL
352.789-6008
fontainefinancialgroup.com
1721 SE 16th Avenue, Suite 103 • Ocala, Florida 34471
The Fontaine Financial Group, LLC, is not a registered investment advisor and does not provide legal or tax advice. Fontaine Financial Group, LLC Associates offer securities through AXA Advisors, LLC (NY, NY, 212-314-4600), member FINRA, SIPC. Jane B. Fontaine, Grant McMahon, and Jeff Zysek offer investment Advisor services through AXA Advisors, LLC. Annuities and Insurance products offered through AXA Network, LLC and its subsidiaries. The Fontaine Financial Group, LLC is not owned or operated by AXA Advisors or AXA Network. PPG58521(10/10)
jan’11
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