P&L Financial Services INC

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Maximize your Social Security, pension, and unique benefits you earned. Bullet proof your retirement from The Perfect Storm.
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Increase revenue, the value of your business, benefits to your employees, and compliance protection.
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We Protect First.
We empower you through service and knowledge, and we have a lot of fun doing it!
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Core Family Planning
Receive a free individual retirement planning 101 session. Learn how to eliminate debt while creating a family cash estate. Get essential protection for those you love most in the world.
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Retirement Income
Get a free social security maximization evaluation. Receive professional help getting the most income and options out of your pension and retirement savings all with a Protect First philosophy won from experience.
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Retirement Savings
Receive a free retirement asset evaluation beginning with our Color of Monkey Risk Analysis tool. One more step and a team of CFPs, CPAs, insurance and legal professionals will develop a full report and retirement planning path free of charge.
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Medicare
Enjoy a free medicare 101 session. Compare plan pros and cons. Let insurance carriers compete for you business.
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Advanced Care Planning
We recognize our clients seek the solutions they need from the carriers they know, so you'll partner only with top-rated insurance and financial planning companies.
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Funeral Planning
Create your estate plan for final expenses.
Perry Clark
P & L Financial Services INC.
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P & L Financial Services INC.
5700 SW 34th Street, Suite 1344
Gainesville, FL 32608
Perry Clark
(352) 745-7546
[email protected]

2080 SW Main Blvd., Suite B
Lake City, Fl 32025
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