Loading...

Specialties
JEFFREY D.
SHICK ChFC®, CASL®, RHU® Founder & Principal Advisor, Encore Financial & Insurance Planning, Inc. — American College of Financial Services Alumnus For over three decades, I've helped individuals and families across Brevard County plan for retirement, make sense of their Medicare options, and put together financial strategies that actually fit their lives — not a one-size-fits-all pitch. As a fiduciary, I'm committed to giving advice that puts my clients' interests first, always. I run Encore alongside my wife, Gwyneth, who's been my partner in this business as much as in life. Together, we've built a practice rooted in real relationships — the kind where clients become like family, and where we're still here answering questions decades after that first meeting. What drives me is simple: I want the people I work with to feel confident and cared for when it comes to their money and their future, not confused by it. Whether that means walking someone through their Medicare choices in plain English or building a retirement income plan meant to last, I bring the same fiduciary standard and personal attention to every relationship I take on. If you're looking for a financial planner in Palm Bay, Florida, who treats your goals as seriously as I treat my own family's, I'd love to talk.
♥
Always free for clients.
RHU, CASL, ChFC
Chartered Designations
What do these credentials mean?
See FINRA's official explanation →
This website is not intended to provide investment, legal, or tax advice, nor to effect securities transactions or to render personal advice for compensation. Insurance products and services are offered and sold through individually licensed and appointed agents in all appropriate jurisdictions.