(954) 304-4984

(954) 304-4984

Our Services

Explore our comprehensive range of financial services designed to meet your unique needs. From retirement planning to wealth management, we're committed to helping you achieve your financial goals with expertise and care.

Retirement Planning

Securing retirement income involves considering policies for maintaining your lifestyle, saving, covering long-term care, and providing retirement income.

Annuity

Securing your financial future with an annuity guarantees a steady income stream, offering stability and protection from market fluctuations, making it ideal for retirement or long-term planning.

Life Insurance

Securing financial protection for your loved ones by providing a payout upon your death, helping to ensure their financial stability in your absence.

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Our Mission

We are committed to positively impacting the lives of millions through comprehensive financial services and insurance education.

Our Philosophy

At Lineage Insurance & Wealth Group, we're dedicated to your financial success. With expert guidance and unwavering commitment, we empower you to secure your financial future and contribute to stronger communities.

Our Promise

Unwavering dedication to your financial well-being we'll provide you with the highest quality services and solutions, ensuring that your financial goals are met with precision and care.

Our Guarantee

We stand firmly behind our financial advice and services. If you're not completely satisfied with the results, we'll work diligently to make it right. Your financial satisfaction is our utmost priority.

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Stay Connected With Me

We're here to help you take control of your financial future. Whether you have questions, need personalized advice, or want to explore how we can assist you, we're just a message or call away. Reach out to us today, and let's embark on a journey towards your financial success together.

  • (954) 304-4984

  • 6433 NW 106 Terrace, Parkland, FL, 33076

  • Monday - Friday, 8:00 am - 8:00 pm EST

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Transparent, Honest, and Integral. We are here to help make the complex simple.

Contact Us

  • (954) 304-4984

  • 6433 NW 106 Terrace, Parkland, FL, 33076

  • Monday - Friday, 9:00 am - 6:00 pm

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