LOVED BY CUSTOMERS, TRUSTED BY EXPERTS

FIDUCIARY Assurity Wealth Specializing In Comprehensive Retirement Planning - Comprehensive Planning encompasses looking at
360 view inleading the following: Growth of assets, liquidity, Retirement distribution, Tax planning for efficiency,
includes income distribution in a low tax environment during retirement, long term health planning,
and estate planning. Planning will include guaranteed or non-guaranteed income for life options
and focusing on comfortable risk management in retirement.
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WEALTH ACCUMULATION

Accumulate wealth from gradual, continual increase over time based on your risk tolerance and goals.

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RETIREMENT PLANNING

Retirement wealth accumulation and income distribution is planned and actively managed.

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ESTATES PRESERVATION

Wealth transfer is an important
aspect of your comprehensive
plan.

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TAX ADVISING

A holistic, tax-smart retirement strategy designed for you, not
the IRS.

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WHY CHOOSE AN

INDEPENDENT ADVISOR

We can help you establish robust financial foundation
providing the ongoing advice.Learn more about how
registered investment advisors work with their clients
from an independent, industry sponsored website.

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David Appleby Bio

David Proudly serviced our nation in the United States Air Force and reserves for six years. He has lived in the Bradenton, Sarasota, and Tampa area for 25 years. David has served in the Financial Industry since 1996. David started Appleby’s Insurance and Financial Services in 1996. He later incorporated in 2002 when he formed BeeSure Services, Inc., dba Assurity Financial Group and Assurity Wealth Management in 2007.

WHAT SETS US APART

Our goal is to make sure that we are offering investments,advice and options that will always put your interest first.

October 12, 2019

DISCIPLANED INVESTING

Discipline in investing is about forming good habits and then doing them consistently.
October 11, 2019

OUR CREDENTIALS

Ongoing rigorous education combine with our 20 years experience to deliver results backed by ethics.
October 9, 2019

UNPARALLELLED SERVICE

Our A+ rating with the Better Business Bureau speaks loudly of how our focus is on you.

HAVE A QUESTION

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    Manatee County Retirement Planning Professionals

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